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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| NY | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-08 |
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 |
|---|---|---|---|---|
| Dedham Country & Polo Club | Dedham | MA | 05/2022 | 08/2023 |
| University Of New Hampshire | Durham | NH | 11/2021 | 05/2022 |
| University Of New Hampshire | Durham | NH | 08/2021 | 05/2025 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 04/2026 |
| Luminex | Boston | MA | 06/2024 | 08/2024 |
| Needham Public Schools | Needham | MA | 06/2015 | 06/2021 |
| Needham Golf Club | Needham | MA | 09/2019 | 08/2020 |
| Doordash | San Francisco | CA | 10/2020 | 02/2025 |
| Needham Public Schools | Needham | MA | 01/2025 | 02/2025 |
| Needham Pool And Racquet Club | Needham | MA | 06/2018 | 08/2023 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-19 |
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