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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| NY | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Worcester | MA | 09/2024 | 02/2026 |
| Self Employed | Chester | VT | 09/2017 | 08/2024 |
| Green Mountain Union High School | Chester | VT | 06/2017 | 08/2017 |
| Tater Hill Golf Club | Chester | VT | 04/2016 | 06/2017 |
| Self Employed | Chester | VT | 06/2014 | 10/2016 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-12 |
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