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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
| NY | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2023 | 03/2025 |
| Winston Flowers | Boston | MA | 05/2018 | 06/2023 |
| Morgan Stanley | Norwell | MA | 06/2022 | 08/2022 |
| Pure Hockey | Braintree | MA | 06/2018 | 08/2019 |
| Metropolitan Yacht Club | Braintree | MA | 05/2017 | 08/2018 |
| Scituate High School | Scituate | MA | 09/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-27 |
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