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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-12 |
| MA | RA | APPROVED | 2017-03-27 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Boston | MA | 09/2014 | Present |
RETIREBRIDGE ADVISORS POSITION: Advisor NATURE: Provide information, guidance and advisory services to pre-retirees or people in retirement INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2023 ADDRESS: 30 Braintree Hill Office Park, Braintree MA 02184, United States DESCRIPTION: Advising people on their investments and retirement income planning INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/16/2008 ADDRESS: 121 Seaport Blvd, Boston MA 02210, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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