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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 | 2026-03-03 |
| 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 09/2024 | 02/2026 |
| Tufts University | Boston | MA | 07/2018 | 09/2018 |
| Keller North America | Cumberland | RI | 07/2018 | 02/2024 |
| University Of New Hampshire | Durham | NH | 09/2020 | 06/2024 |
| Xaverian Brothers High School | Westwood | MA | 09/2015 | 06/2020 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
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