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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boston | MA | 06/2018 | 08/2021 |
| The Hub Baja Grill | Sarasota | FL | 01/2018 | 05/2018 |
| University Of Florida | Gainesville | FL | 08/2015 | 12/2017 |
| Relish Burgers | Gainesville | FL | 10/2017 | 12/2017 |
| Copper Monkey Restaurant | Gainesville | FL | 10/2016 | 04/2017 |
| Chacon Diaz & Di Virgilio | Gainesville | FL | 05/2017 | 12/2017 |
| Charles Schwab Bank | Boston | MA | 11/2019 | 08/2021 |
| Unemployed | Sarasota | FL | 08/2021 | 12/2021 |
| Charles Schwab Investment Management, Inc. | Boston | MA | 12/2021 | 11/2024 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| State Street Bank & Trust | Boston | MA | 12/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-09 |
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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