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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-04 |
| NH | RA | APPROVED | 2024-09-04 |
| NY | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
One Orange Way, C4-S, Windsor, CT 06095 • United States
Amherst, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avid Technology, Inc. | Burlington | MA | 05/1996 | 06/2018 |
| Unemployed | Amherst | NH | 07/2018 | 06/2019 |
| Fidelity Investments | Merrimack | NH | 12/2019 | 11/2020 |
| Unemployed | Amherst | NH | 12/2020 | 09/2021 |
| Fidelity Investments | Merrimack | NH | 10/2021 | 05/2024 |
| Episerver | Nashua | NH | 07/2019 | 11/2019 |
| Bryant University, Executive Development Center | Smithfield | RI | 01/2019 | 10/2020 |
| Voya Financial Advisors | Windsor | CT | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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