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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED_RES | 2024-02-01 |
| NY | RA | APPROVED | 2022-10-11 |
| CA | RA | APPROVED | 2013-08-22 |
Branch Locations
300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • United States
Santa Ana, CA • United States
Pooler, GA • United States
One Orange Way, A1S, Windsor, CT 06095 • United States
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-20 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Santa Ana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Santa Ana | CA | 09/2014 | Present |
| Voya Retirement Advisors | Santa Ana | CA | 05/2021 | Present |
| Voya Financial Partners, Llc | Santa Ana | CA | 07/2022 | Present |
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY / VOYA BENEFITS COMPANY POSITION: N/A NATURE: Sale and Service of Voya HRA product INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/30/2022 ADDRESS: One Orange Way, Windsor CT 06095-4774, United States DESCRIPTION: Sale and Service of Voya HRA product. A Health Reimbursement Arrangement ("HRA") is an employer funded "accident or health plan" ("Plan"), which reimburses qualified medical expenses and also permits any unused portion to be carried forward to the next year. Not a Security Offering CALIFORNIA COUNCIL ON ECONOMIC EDUCATION POSITION: Board Member - Finance Committee NATURE: Not for Profit Organization established to equip California students with the tools and knowledge of personal finance and economics so that they can make better decisions for themselves, their families, and their communities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2024 ADDRESS: 3605 Long Beach Blvd, Suite 334, Long Beach CA 90807, United States DESCRIPTION: Will review organizations budge as well as investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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