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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-03-04 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Chicago , IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Academy Schools | Bloomfield Township | MI | 02/2025 | 02/2025 |
| University Of Pennsylvania | Philadelphia | PA | 09/2020 | 12/2024 |
| Artesian Partners | Denver | CO | 06/2024 | 08/2024 |
| Unemployed | Golden Bridge | NY | 05/2024 | 06/2024 |
| Stonycroft Hills Club | Bloomfield Hills | MI | 05/2022 | 08/2022 |
| Stonycroft Hills Club | Bloomfield Hills | MI | 05/2021 | 08/2021 |
| Unemployed | Golden Bridge | NY | 05/2020 | 08/2020 |
| Cranbrook Schools | Bloomfield Hills | MI | 08/2014 | 08/2020 |
| Unemployed | Goldens Bridge | NY | 03/2025 | 06/2025 |
| Equitable Advisors, Llc. | New York | NY | 06/2025 | 02/2026 |
| Voya | Chicago | IL | 02/2026 | Present |
| Voya Financial Partners, Llc | Chicago | IL | 02/2026 | Present |
| Voya Retirement Advisors, Llc | Chicago | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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