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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-01 |
| MA | RA | APPROVED | 2025-09-30 |
| NY | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • United States
Charlestown, MA • United States
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 |
|---|---|---|---|---|
| Pershing Llc | Quincy | MA | 02/2014 | 09/2018 |
| Lockwood Advisors, Inc. | Quincy | MA | 02/2014 | 09/2018 |
| Unemployed | Charlestown | MA | 09/2018 | 08/2020 |
| Lpl Financial Llc | Charleston | MA | 08/2020 | 09/2025 |
| Voya Financial Advisors | Charlestown | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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