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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
| NY | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-01-18 |
| TX | RA | APPROVED | 2023-01-18 |
Branch Locations
One Post Office Square 33Rd Floor, Boston, MA 02109-2106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 12/2016 | 11/2021 |
| Bank Of America, N.A. | Boston | MA | 12/2016 | 11/2021 |
| Firestone Complete Auto Care | Watertown | MA | 05/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Somerville | MA | 12/2021 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Somerville | MA | 12/2021 | 01/2023 |
| Ubs Financial Services Inc. | Boston | MA | 01/2023 | 08/2026 |
| Voya Financial Advisors | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-07 |
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