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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 | 2026-06-02 |
| RI | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
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 |
|---|---|---|---|---|
| Jack'S Family Restaurant | Warren | RI | 10/2017 | 02/2019 |
| Yawgoo Valley Ski Area & Water Park | Exeter | RI | 01/2024 | 02/2025 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 03/2026 |
| Hereshoff Marine Museum | Bristol | RI | 07/2016 | 03/2018 |
| Grace Barker Health | Warren | RI | 02/2019 | 06/2021 |
| University Of Rhode Island | Narragansett | RI | 02/2025 | 06/2025 |
| Ferraz Landscaping | Bristol | RI | 06/2021 | 09/2024 |
| Ucran & Company Llc | Warwick | RI | 01/2022 | 05/2022 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
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