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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| NY | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2022 | 11/2025 |
| Principal Builders, Llc | Boston | MA | 09/2022 | 12/2022 |
| William James College | Newton | MA | 01/2022 | 05/2022 |
| Bentley University | Waltham | MA | 01/2021 | 05/2022 |
| Southern Connecticut State University | New Haven | CT | 08/2017 | 12/2020 |
| Colegio Santa Ana | Zaragoza | 09/2012 | 12/2020 | |
| Unemployed | Dedham | MA | 05/2022 | 09/2022 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| William James College | Newton | MA | 08/2024 | Present |
WILLIAM JAMES COLLEGE POSITION: Facilities Crew NATURE: Building maintenance and janitorial services for college. INVESTMENT RELATED: No NUMBER OF HOURS: 34 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2024 ADDRESS: 1 Wells Ave, Newton MA 02459, United States DESCRIPTION: Clean classrooms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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