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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 |
| 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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2025 | 03/2026 |
| Trio Restaurant | Narragansett | RI | 09/2022 | 01/2023 |
| Amc Dine-In Framingham 16 | Framingham | MA | 06/2017 | 08/2017 |
| Teri Degnan Real Estate & Consulting | Newport | RI | 04/2025 | 05/2025 |
| The Black Pearl | Newport | RI | 07/2024 | 03/2025 |
| Beeline Loans | Providence | RI | 06/2023 | 08/2023 |
| Framingham United Soccer | Framingham | MA | 06/2015 | 05/2017 |
| Greekhouse/University Tees | Lakewood | OH | 09/2023 | 06/2024 |
| Zumi Pizza | Southborough | MA | 09/2017 | 08/2022 |
| Filippou'S Twisted Pizza | Wakefield | RI | 02/2023 | 05/2023 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-07 |
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