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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 08/2024 | 10/2025 |
| Fidelity Investments | Merrimack | NH | 06/2023 | 08/2023 |
| Bdo Usa | Boston | MA | 06/2022 | 08/2022 |
| Abiomed | Danvers | MA | 05/2021 | 01/2022 |
| Mullins Center | Amherst | MA | 10/2021 | 03/2022 |
| Bj's Wholesale Company | Franklin | MA | 05/2018 | 09/2018 |
| Banana Republic | Wrentham | MA | 07/2019 | 06/2020 |
| Doordash | Franklin | MA | 05/2020 | 05/2023 |
| Franklin High School | Franklin | MA | 09/2016 | 05/2020 |
| University Of Massachusetts Amherst | Franklin | MA | 08/2020 | 05/2024 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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