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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| NY | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-21 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 07/2024 | 01/2026 |
| American Sport Floors | Rockland | MA | 04/2019 | 07/2024 |
| Roger Williams University Intramural | Bristol | RI | 08/2020 | 05/2024 |
| Norwell Vna | Norwell | MA | 06/2023 | 08/2023 |
| Ubs Hingham Street Partners | Rockland | MA | 11/2022 | 01/2023 |
| Narraganset Bay Club | Portsmouth | RI | 06/2022 | 10/2022 |
| Roger Williams University | Bristol | RI | 08/2020 | 05/2024 |
| Hanover High School | Hanover | MA | 09/2016 | 05/2020 |
| Panera Bread | Hanover | MA | 08/2018 | 12/2018 |
| D'ANgelo's | Hanover | MA | 07/2018 | 07/2018 |
| Papa Gino's | Hanover | MA | 08/2018 | 08/2018 |
| Town Of Hanover, The Office Of Dr. Raab | Hanover | MA | 01/2020 | 03/2020 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
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