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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 | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-19 |
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 |
|---|---|---|---|---|
| University Of Massachusetts Lowell | Lowell | MA | 09/2021 | 12/2021 |
| Fidelity Investments | Merrimack | NH | 07/2025 | 02/2026 |
| Universal Finance Corp. | Lynnfield | MA | 12/2023 | 04/2025 |
| Stoneham Public Schools | Stoneham | MA | 12/2022 | 06/2023 |
| Reading Memorial High School | Reading | MA | 08/2016 | 06/2019 |
| Meadow Brook Golf Club | Reading | MA | 04/2018 | 03/2024 |
| Winchendon School | Winchendon | MA | 09/2019 | 05/2021 |
| Unemployed | Reading | MA | 07/2015 | 04/2018 |
| Bentley University | Waltham | MA | 01/2022 | 05/2025 |
| Unemployed | Reading | MA | 05/2025 | 07/2025 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Unemployed | Reading | MA | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
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