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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
| NJ | RA | APPROVED | 2018-08-30 |
Branch Locations
52 North Plank Rd Suite 3, Newburgh, NY 12550 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Old Tappan | NJ | 10/2011 | 08/2018 |
| Bank Of America, N.A. | Old Tappan | NJ | 12/2011 | 08/2018 |
| Voya Financial Advisors, Inc. | Newburgh | NY | 08/2018 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 52 North Plank Road; Newburgh; NY; 12550; fixed insurance sales; Independent Insurance Agent; 9/1/2018; 10; 10; sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-23 |
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