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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| Needham High School | Needham | MA | 08/2017 | 06/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2023 | 06/2024 |
| University Of Maryland | College Park | MA | 08/2020 | 05/2021 |
| Needham High School | Needham | MA | 03/2020 | 06/2020 |
| The Cape Club | Falmouth | MA | 06/2018 | 08/2018 |
| Boston Sports Club | Wellesley | MA | 12/2019 | 03/2020 |
| Contentmx | Newton | MA | 05/2021 | 08/2021 |
| Universitat Autonoma De Barcelona | Barcelona | 12/2022 | 04/2023 | |
| University Of Massachusetts Amherst | Amherst | MA | 08/2021 | 06/2022 |
| Sacconnesset Golf Club | Falmouth | MA | 06/2017 | 08/2017 |
| Needham Parks And Recreation | Needham | MA | 06/2020 | 08/2020 |
| Tjx Companies | Marlborough | MA | 06/2022 | 08/2022 |
| Unemployed | Natick | MA | 11/2024 | 01/2025 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2022 | 12/2022 |
| Pga Tour Superstore | Natick | MA | 06/2024 | 11/2024 |
| Unemployed | Natick | MA | 04/2023 | 06/2023 |
| Fidelity Investments | Boston | MA | 06/2023 | 08/2023 |
| Needham High School | Needham | MA | 08/2018 | 12/2019 |
| Fidelity Investments | Smithfield | RI | 01/2025 | 12/2025 |
| Needham High School | Needham | MA | 08/2016 | 06/2017 |
| Needham Parks And Recreation | Needham | MA | 06/2021 | 08/2021 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-24 |
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