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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-04 |
| NY | RA | APPROVED | 2022-10-12 |
| NC | RA | APPROVED | 2020-03-20 |
Branch Locations
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
10 Corporate Circle Ste 205, New Castle, DE 19720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerilife And Health Services | Cary | NC | 05/2018 | 10/2018 |
| A+ Vending Services | Clayton | NC | 08/2017 | 04/2024 |
| Transamerica Agency Network | Morrisville | NC | 03/2018 | 05/2018 |
| United States Army | Fort Campbell | KY | 07/2013 | 05/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2018 | 01/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2019 | 10/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2019 | 10/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2019 | 10/2019 |
| Voya Financial Advisors, Inc. | Raleigh | NC | 03/2020 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/18/2020 ADDRESS: 10 Corporate Circle, Suite 205, New Castle DE 19720-2418, United States DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-14 |
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