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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-10 |
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 |
|---|---|---|---|---|
| Chick Fil A | Wallingford | CT | 06/2016 | 01/2017 |
| Silver Sands Beach And Tennis Club | East Haven | CT | 05/2017 | 09/2017 |
| Silver Sands Beach And Tennis Club | East Haven | CT | 05/2018 | 09/2018 |
| Silver Sands Beach And Tennis Club | East Haven | CT | 05/2019 | 09/2019 |
| Silver Sands Beach And Tennis Club | East Haven | CT | 05/2020 | 09/2020 |
| Amwins Group Benefits, Llc | North Kingston | RI | 10/2020 | 04/2022 |
| Silver Sands Beach And Tennis Club | East Haven | CT | 05/2021 | 07/2021 |
| Slanté Management (Olds Irish Social Club) | Providence | RI | 09/2021 | 04/2022 |
| Fidelity Investments | Merrimack | NH | 06/2022 | 10/2025 |
| Xavier High School | Middletown | CT | 08/2014 | 05/2018 |
| Providence College | Providence | RI | 08/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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