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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-14 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2019 | 11/2020 |
| Cortland Partners | Lewisville | TX | 05/2017 | 01/2018 |
| Exponential Property Management | Irving | TX | 04/2016 | 05/2017 |
| University Of North Texas | Fort Worth | TX | 08/2016 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 10/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2020 | 10/2021 |
| Charles Schwab | Westlake | TX | 09/2019 | 10/2020 |
| Fidelity Investments (Education At Work) | Westlake | TX | 07/2018 | 08/2019 |
| Strategic Outsourcing | Lewisville | TX | 05/2017 | 05/2017 |
| Citigroup | Irving | TX | 10/2021 | 04/2023 |
| Clare Market Investments, Llc | Dallas | TX | 04/2023 | 09/2023 |
| Citibank | Irving | TX | 10/2021 | 04/2023 |
| Student | Colleyville | TX | 01/2018 | 07/2018 |
| Voya Financial Partners Llc | Celina | TX | 10/2023 | Present |
| Voya | Celina | TX | 10/2023 | Present |
| Voya Retirement Advisors, Llc | Celina | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-22 |
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