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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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2025 | 12/2025 |
| Floyd Advisory | Boston | MA | 06/2024 | 08/2024 |
| Stop And Shop | Mansfield, Norwood, Walpole | MA | 12/2021 | 01/2025 |
| Unemployed | South Walpole | MA | 06/2015 | 06/2025 |
| Umass Dining | Amherst | MA | 10/2021 | 10/2024 |
| The Country Club | Boston | MA | 06/2023 | 08/2023 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-07 |
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