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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| NY | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-21 |
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 |
|---|---|---|---|---|
| Local Campaign For City Council (Newport) | Newport | RI | 07/2024 | 10/2024 |
| Great Woods Pizza | Mansfield | MA | 04/2018 | 08/2019 |
| Southcoast Moving And Storage | Fall River | MA | 06/2022 | 08/2022 |
| Student | Newport | RI | 08/2019 | 06/2022 |
| Student | Newport | RI | 08/2022 | 06/2024 |
| Sardellas Italian Restaurant | Newport | RI | 04/2023 | 01/2025 |
| Fidelity Investments | Smithfield | RI | 01/2025 | 12/2025 |
| Student | Norton | MA | 01/2015 | 04/2018 |
| Lifespan (Newport Hospital) | Newport | RI | 06/2024 | 09/2024 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
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