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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-17 |
| MA | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-02 |
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 |
|---|---|---|---|---|
| Moses Brown School | Providence | RI | 09/2011 | 06/2018 |
| Baby Delight Inc. | Cumberland | RI | 06/2020 | 09/2020 |
| Baby Delight Inc. | Cumberland | RI | 12/2020 | 01/2021 |
| Old Irish Social Club | Providence | RI | 06/2021 | 01/2022 |
| Providence College | Providence | RI | 08/2018 | 05/2022 |
| Fidelity Investments | Smithfield | RI | 11/2022 | 02/2026 |
| Unemployed | Johnston | RI | 06/2022 | 10/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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