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255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-01-26 |
Branch Locations
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-01-26 |
Branch Locations
521 Mt Hope Street Suite 300, North Attleboro, MA 02760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom America Retirement Services Of New England Llc | Mansfield | MA | 01/2018 | Present |
| Voya Financial | Braintree | MA | 04/2014 | 06/2017 |
| Unemployed | Mansfield | MA | 06/2017 | 12/2017 |
President, Freedom America Retirement Services of New England, LLC, Insurance agent offering fixed insurance products. 20 Cabot Blvd, Suite 300, Mansfield, MA 02048. Primary business, non-investment related, started January, 2018, incorporating 40 hours/week mostly during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-12 |
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