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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 | 2026-06-05 |
| TX | RA | APPROVED | 2026-06-05 |
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 | 08/2024 | 10/2025 |
| Na | Na | MA | 05/2024 | 08/2024 |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2024 |
| Enterprise Mobility | Tuscaloosa | AL | 05/2023 | 02/2024 |
| North River Yacht Club | Tuscaloosa | AL | 02/2023 | 05/2023 |
| Evergreen Lawn Maintenance | Leicester | MA | 05/2021 | 08/2022 |
| Peter Dolan Water Systems | Worcester | MA | 04/2020 | 08/2020 |
| Shaw's Supermarket | Auburn | MA | 06/2019 | 04/2020 |
| Pakachoag Golf Course | Auburn | MA | 06/2019 | 08/2019 |
| Usa Hockey | Auburn | MA | 10/2016 | 06/2019 |
| Auburn High School | Auburn | MA | 08/2016 | 06/2020 |
| Voya Financial | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
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