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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| NY | RA | APPROVED | 2026-06-08 |
| RI | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-08 |
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 |
|---|---|---|---|---|
| Lambs Package Service | New Shoreham | RI | 09/2024 | 10/2024 |
| Lambs Package Service | New Shoreham | RI | 05/2022 | 08/2022 |
| St. Lawrence Universty | Canton | NY | 08/2019 | 05/2023 |
| Mcaloon'S Resturant | New Shoreham | RI | 06/2020 | 08/2020 |
| Unemployed | Sudbury | MA | 04/2024 | 07/2024 |
| Home Depot | Marlborough | MA | 09/2020 | 01/2021 |
| Alta Ski Lifts | Alta | UT | 11/2023 | 04/2024 |
| Sobre Mesa | Sudbury | MA | 10/2023 | 11/2023 |
| Town Of New Shoreham | New Shoreham | RI | 06/2023 | 09/2023 |
| Unemployed | Sudbury | MA | 10/2024 | 01/2025 |
| Fidelity Investments | Smithfield | RI | 01/2025 | 04/2026 |
| Dead Eye Dick'S | New Shoreham | RI | 07/2024 | 08/2024 |
| Lincoln-Sudbury Regional High School | Sudbury | MA | 08/2015 | 06/2019 |
| Block Island Ferry Express | New Shoreham | RI | 06/2019 | 08/2019 |
| Ripplematch | Canton | NY | 03/2023 | 05/2023 |
| Atlantic Inn | New Shoreham | RI | 09/2024 | 10/2024 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-09 |
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