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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| NY | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
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 |
|---|---|---|---|---|
| Coyotes Lacrosse Club Llc | Medway | MA | 04/2021 | 06/2025 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2022 | 05/2025 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2023 | 05/2024 |
| Hopedale Public Schools | Hopedale | MA | 06/2015 | 06/2021 |
| Bentley University | Waltham | MA | 09/2021 | 05/2022 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 04/2026 |
| Dell Technologies Reconext | Franklin | MA | 05/2022 | 02/2023 |
| Milford-Hopedale Youth Soccer Assocation | Milford | MA | 09/2018 | 01/2021 |
| University Of Massachusetts President'S Office | Westborough | MA | 06/2024 | 01/2025 |
| Lowes | Milford | MA | 04/2021 | 08/2021 |
| Doordash | Hopedale | MA | 12/2020 | 09/2021 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-19 |
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