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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-12 |
| NY | RA | APPROVED | 2023-12-05 |
| MA | RA | APPROVED | 2023-07-26 |
| CT | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED_RES | 2023-06-16 |
Branch Locations
Waitsfield, VT • United States
One Orange Way, C4-S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 04/2012 | 06/2017 |
| Unemployed | Newton | MA | 06/2017 | 12/2017 |
| Voya Financial Advisors, Inc. | Braintree | MA | 01/2018 | 04/2019 |
| Santander Bank, Na | Boston | MA | 06/2019 | 11/2019 |
| Santander Securities, Llc | Dorchester | MA | 06/2019 | 11/2019 |
| Voya Financial Advisors, Inc. | Braintree | MA | 12/2019 | 05/2020 |
| Gwfs Equities, Inc. | Andover | MA | 05/2020 | 05/2023 |
| Voya Financial Advisors | Windsor | CT | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-26 |
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