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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-02 |
| NY | RA | APPROVED | 2021-05-13 |
| NJ | RA | APPROVED | 2019-06-03 |
Branch Locations
45 Knollwood Rd Ste 204, Elmsford, NY 10523 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Rye | NY | 07/2018 | 05/2019 |
| Tiverton Trading | New York | NY | 08/2017 | 07/2018 |
| Extended Travel | N/A | 06/2017 | 08/2017 | |
| University Of Rhode Island | Kingston | RI | 09/2013 | 06/2017 |
| Providence Investment Management | Providence | RI | 06/2016 | 09/2016 |
| Voya Financial Advisors, Inc. | Elmsford | NY | 05/2019 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 45 Knollwood Road, STE 204; Elmsford; NY; 10523; Fixed Insurance Sales; Independent Insurance Agent; 6/30/2019; 160; 160; sale of fixed insurance products|NAME OF ENTITY:Davis & Roche Wealth Management; Yes; 45 Knollwood Road, Suite 204; Elmsford; NY; 10523; Financial Services/dba; Financial Advisor; 9/8/2020; 40; 2; Sale and service Insurance, Securities and Investment Products| BRST INC. POSITION: Partner NATURE: S-Corp takes in contributions from Partners and pays joint expenses like rent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 45 Knollwood Road, Suite 204, Elmsford NY 10523, United States DESCRIPTION: Deal with tech issues
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-18 |
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