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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
| NY | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
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 |
|---|---|---|---|---|
| Kmart | Acton | MA | 03/2019 | 08/2019 |
| Aruza Marketing | Raleigh | NC | 05/2023 | 07/2023 |
| Comella'S Restaurant | Concord | MA | 05/2020 | 08/2020 |
| Mosquito Squad | Chelmsford | MA | 05/2021 | 08/2021 |
| Unemployed | Concord | MA | 05/2024 | 08/2024 |
| Unemployed | Concord | MA | 07/2016 | 09/2016 |
| Concord Removal Services | Concord | MA | 04/2018 | 11/2018 |
| Concord Carlisle Hs | Concord | MA | 09/2016 | 07/2020 |
| Mosquito Squad | Wilmington | MA | 05/2022 | 08/2022 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 02/2026 |
| Cu Boulder | Boulder | CO | 08/2020 | 05/2024 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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