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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-19 |
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 |
|---|---|---|---|---|
| Weymouth High School | Weymouth | MA | 09/2014 | 05/2018 |
| Weathervane Golf Course | Weymouth | MA | 07/2016 | 09/2019 |
| Boston Golf Club | Hingham | MA | 06/2017 | 08/2017 |
| O'TOoles Pub | Whitman | MA | 05/2018 | 12/2021 |
| Omni Restaurant Services | Hanover | MA | 05/2019 | 09/2019 |
| Sweezey Fence Erectors | Whitman | MA | 04/2020 | 08/2020 |
| The University Of Tampa | Tampa | FL | 09/2018 | 05/2022 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 01/2025 |
| Voya Financial Advisors | Braintree | MA | 02/2025 | Present |
| O'TOoles Pub | Whitman | MA | 03/2025 | Present |
O'TOOLES PUB POSITION: Bartender NATURE: Bartend & Waiter INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2025 ADDRESS: 24 Raynor Ave, Whitman MA 02382, United States DESCRIPTION: Service of customers in food and beverage environment. FIXED INSURANCE AGENT POSITION: Fixed Insurance Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 121 Seaport Boulevard, 10th Floor, Boston MA 02210, United States DESCRIPTION: sales and service fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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