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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| NY | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ripplematch | New York City | NY | 10/2023 | 03/2024 |
| Gasset Fitness Center | Salem | MA | 10/2020 | 10/2021 |
| Norfolk Golf Club | Westwood | MA | 06/2018 | 09/2021 |
| Watts Water Technologies | North Andover | MA | 05/2023 | 08/2023 |
| Dedham Parks And Recreations | Dedham | MA | 05/2018 | 08/2019 |
| Triumvirate Environmental | Somerville | MA | 05/2022 | 08/2022 |
| Salem State Bookstore | Salem | MA | 01/2021 | 02/2021 |
| Texas Roadhouse | Danvers | MA | 10/2021 | 07/2024 |
| Unemployed | Dedham | MA | 07/2014 | 04/2018 |
| Target | Westwood | MA | 06/2020 | 07/2020 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 03/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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