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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
| MA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-17 |
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 | Boston | MA | 06/2021 | 08/2021 |
| Cammack Retirement Group | Wellesley | MA | 05/2020 | 08/2020 |
| Town Of Weston | Weston | MA | 05/2019 | 08/2019 |
| Vector Marketing | Waltham | MA | 06/2018 | 08/2018 |
| Nashawtuc Country Club | Concord | MA | 06/2017 | 08/2017 |
| Fidelity Investments | Smithfield | RI | 10/2022 | 03/2026 |
| Villanova University | Villanova | PA | 01/2020 | 08/2022 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2018 | 12/2019 |
| Lincoln-Sudbury Regional High School | Sudbury | MA | 08/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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