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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| NY | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Movement Mortgage | Fort Mill | SC | 05/2025 | 08/2025 |
| Driven Brands | Charlotte | NC | 06/2024 | 08/2024 |
| Nexrev Llc | Plano | TX | 08/2020 | 08/2021 |
| Firethorne Country Club | Marvin | NC | 05/2022 | 08/2023 |
| North Carolina State University | Raleigh | NC | 08/2022 | 12/2025 |
| Marvin Ridge High School | Waxhaw | NC | 08/2018 | 05/2022 |
| Marvin Ridge Middle School | Waxhaw | NC | 08/2015 | 06/2018 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
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