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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-08 |
| MA | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-23 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2015 | 08/2017 |
| Mass Mutual Life Insurance Company | Austin | TX | 03/2018 | 06/2022 |
| Unemployed | Austin | TX | 09/2017 | 03/2018 |
| Mml Investors Services | Austin | TX | 04/2018 | 06/2022 |
| Lpl Financial Llc | Austin | TX | 07/2022 | 01/2025 |
| Unemployed | Austin | TX | 01/2025 | 10/2025 |
| Voya Financial | Boston | MA | 10/2025 | Present |
MASS MUTUAL TRAIL COMMISSIONS POSITION: N/A NATURE: Trail commissions from Mass Mutual. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2025 ADDRESS: 333 Ricciuti Dr, Apt 1122, Quincy MA 02169, United States DESCRIPTION: Receive trailing commissions from prior BD (MassMutual)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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