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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Peet'S Coffee | Sudbury | MA | 10/2018 | 03/2020 |
| Amazon | Milford | MA | 06/2021 | 08/2021 |
| Unemployed | Sudbury | MA | 06/2014 | 06/2018 |
| Peet'S Coffee | Cambridge | MA | 10/2020 | 07/2021 |
| Fidelity Investments | Smithfield | RI | 09/2024 | 02/2026 |
| Unemployed | Sudbury | MA | 09/2018 | 09/2018 |
| Unemployed | Sudbury | MA | 04/2020 | 06/2020 |
| Camp Cedar Hill | Waltham | MA | 06/2018 | 08/2018 |
| Peet'S Coffee | Wellesley | MA | 06/2020 | 09/2020 |
| Crunch Fitness | Worcester | MA | 05/2022 | 08/2024 |
| Unemployed | New York | NY | 09/2021 | 05/2022 |
| Town Of Grafton Millbury Street Elementary School | Grafton | MA | 06/2023 | 07/2024 |
| Fordham University | New York | NY | 10/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-14 |
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