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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-22 |
| WI | RA | APPROVED | 2023-05-30 |
Branch Locations
300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • United States
Monticello, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Anokijig | Plymouth | WI | 05/2017 | 08/2017 |
| Camp Anokijig | Plymouth | WI | 05/2018 | 08/2018 |
| Uw-Madison | Madison | WI | 08/2015 | 05/2019 |
| Uw Credit Union (University Of Wisconsin Credit Union) | Madison | WI | 01/2019 | 05/2019 |
| Lpl Financial, Llc | Madison | WI | 01/2019 | 04/2023 |
| Voya Financial Advisors | Windsor | CT | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
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