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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2025-11-17 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | MA | 01/2008 | 11/2018 |
| Charles Schwab Bank | Burlington | MA | 01/2008 | 11/2018 |
| Tiaa | Newton | MA | 11/2018 | 09/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Newton | MA | 11/2018 | 09/2023 |
| Savant Wealth Management | Rockford | IL | 10/2023 | 11/2024 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Unemployed | Wayland | MA | 11/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
| S66 | Uniform Combined State Law Examination | 2006-02-24 |
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