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Lisa Marie Morgan

Voya Retirement Advisors, LLC

Windsor, CT

South Glastonbury, CT

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Current Employers
Voya Retirement Advisors, Llc

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-07-14
  • CT RA
    APPROVED
    Since 2023-07-14

Branch Locations

One Orange Way, Windsor, CT 06095 • United States

South Glastonbury, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Investment Management Windsor CT 05/2014 Present
Voya Investments Distributor, Llc Windsor CT 05/2014 Present
Voya Investment Management Co. Llc New York NY 05/2014 Present
Voya Financial Partners, Llc Windsor CT 09/2021 Present
Voya Financial Windsor CT 09/2021 Present
  • 05/2014 → Present
    Voya Investment Management
    Windsor, CT
  • 05/2014 → Present
    Voya Investments Distributor, Llc
    Windsor, CT
  • 05/2014 → Present
    Voya Investment Management Co. Llc
    New York, NY
  • 09/2021 → Present
    Voya Financial Partners, Llc
    Windsor, CT
  • 09/2021 → Present
    Voya Financial
    Windsor, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-06
S63 Uniform Securities Agent State Law Examination 2006-11-21
  • S65 Uniform Investment Adviser Law Examination
    2009-03-06
  • S63 Uniform Securities Agent State Law Examination
    2006-11-21
Other Names
  • Lisa Marie Bartomeli
  • Lisa Marie Bartomeli

View on SEC IAPD

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