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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2025-10-08 |
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2023 | 01/2025 |
| Outback Adventures | New Amsterdam | 11/2019 | 11/2022 | |
| Giftland Office Max | Georgetown | 07/2017 | 10/2019 | |
| R. S. & Sons | New Amsterdam | 07/2015 | 06/2017 | |
| Areas (Maryland House) | Aberdeen | MD | 12/2022 | 02/2023 |
| Massmutual Life Insurance Company | East Hills | NY | 01/2025 | 10/2025 |
| Mml Investors Services, Llc | East Hills | NY | 01/2025 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-11 |
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