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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 | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
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 |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 09/2025 | 11/2025 |
| Lucy's American Tavern | Boston | MA | 05/2023 | 11/2025 |
| Quincy Public Schools | Quincy | MA | 05/2022 | 06/2025 |
| Santander Bank, N.A. | Boston | MA | 06/2024 | 08/2024 |
| American Eagle Outfitters | Braintree | MA | 12/2021 | 01/2022 |
| University Of Connecticut | Storrs | CT | 08/2021 | 05/2025 |
| Quincy Public Schools | Quincy | MA | 09/2015 | 06/2021 |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 06/2025 | 11/2025 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
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