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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
| NY | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
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 |
|---|---|---|---|---|
| St. Johns Prep | Danvers | MA | 09/2016 | 06/2017 |
| Good360 | Alexandria | VA | 05/2023 | 09/2023 |
| Fidelity Investments | Merrimack | NH | 07/2025 | 02/2026 |
| Solomon Private Wealth | Beverly | MA | 05/2024 | 10/2024 |
| Cvs | Beverly | MA | 06/2020 | 08/2020 |
| Beverly Port Marina | Beverly | MA | 05/2022 | 06/2022 |
| Unemployed | Beverly | MA | 01/2015 | 06/2020 |
| St. Marys Lynn | Lynn | MA | 09/2017 | 06/2019 |
| Kent School | Kent | CT | 09/2019 | 06/2021 |
| Turners Seafood | Gloucester | MA | 07/2022 | 07/2025 |
| Beers Landscaping | Peobody | MA | 06/2021 | 08/2021 |
| Bentley University | Waltham | MA | 08/2021 | 06/2025 |
| Unemployed | Beverly | MA | 08/2020 | 06/2021 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-24 |
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