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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers National Bank | Cleveland | OH | 05/2015 | 12/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 04/2016 | 12/2017 |
| Voya Financial | Brentwood | TN | 12/2017 | 06/2023 |
| Voya Financial Partners, Llc | Brentwood | TN | 01/2018 | 06/2023 |
| Lpl Financial Llc | Cleveland | OH | 07/2023 | 04/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2023 | 04/2024 |
| Voya Financial | Avon Lake | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-26 |
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