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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2025-10-08 |
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 | Arlington | MA | 08/2021 | 09/2025 |
| Suffolk University | Boston | MA | 09/2015 | 12/2018 |
| Fisher College | Boston | MA | 09/2016 | 05/2019 |
| Umass Boston | Boston | MA | 08/2019 | 08/2021 |
| Bank Of America, N.A | Arlington | MA | 02/2025 | 09/2025 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
NOTARY POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2023 ADDRESS: 812 Memorial Drive, Apt 509, Cambridge MA 02139, United States DESCRIPTION: Provide basic notary services as needed. MRDINNERPARTY POSITION: DJ NATURE: DJ INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2026 ADDRESS: 100 Northern Ave, Boston MA 02210, United States DESCRIPTION: DJ'ing events over weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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