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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| NY | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
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 |
|---|---|---|---|---|
| Medway Cafe | Medway | MA | 10/2018 | 09/2019 |
| Putnam Investments | Boston | MA | 01/2023 | 05/2023 |
| Fidelity Investments | Smithfield | RI | 01/2025 | 10/2025 |
| Vector Marketing | Franklin | MA | 05/2019 | 08/2019 |
| Incontro | Franklin | MA | 10/2016 | 10/2017 |
| Jersey Mike'S | Franklin | MA | 03/2019 | 08/2019 |
| Macy'S | Natick | MA | 09/2019 | 12/2022 |
| Piezoni'S | Franklin | MA | 10/2017 | 03/2019 |
| Tegra Medical | Franklin | MA | 07/2023 | 01/2025 |
| Unemployed | Franklin | MA | 02/2013 | 04/2023 |
| Putnam Investments | North Andover | MA | 12/2020 | 01/2023 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
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