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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 09/2024 | 01/2026 |
| Cintas | Westbrook | ME | 06/2022 | 05/2024 |
| Keolis North America | Boston | MA | 06/2021 | 09/2021 |
| Cloudhealth Technologies | Boston | MA | 01/2017 | 02/2017 |
| West On Centre | Boston | MA | 09/2016 | 09/2018 |
| Umass Boston | Boston | MA | 06/2016 | 09/2016 |
| University Of Maine | Orono | ME | 09/2018 | 05/2022 |
| Boston Collegiate Charter School | Boston | MA | 09/2014 | 06/2018 |
| Intertape Polymer Group | Boston | MA | 05/2024 | 06/2024 |
| Ryder | Braintree | MA | 08/2024 | 09/2024 |
| Accelion | Boston | MA | 07/2024 | 07/2024 |
| Inn At Bay Pointe/ Boggey's Inc | Quincy | MA | 05/2019 | 08/2019 |
| Freeman | Boston | MA | 03/2019 | 03/2019 |
| Brinker International Payroll Company, L.P. | Bangor | ME | 02/2020 | 02/2020 |
| Wal-Mart | Bangor | ME | 10/2019 | 10/2019 |
| University Of Maine | Orono | ME | 09/2019 | 11/2019 |
| Inn At Bay Pointe/ Boggey's Inc | Quincy | MA | 06/2020 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2026 | 02/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Inn At Baypointe | Quincy | MA | 04/2025 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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