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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 | Brookline | MA | 01/2021 | 10/2024 |
| Bank Of America | Belmont | MA | 09/2022 | 12/2022 |
| Bank Of America | Waltham | MA | 04/2022 | 09/2022 |
| Bank Of America | Belmont | MA | 10/2021 | 04/2022 |
| Bank Of America | Concord | MA | 01/2021 | 09/2021 |
| Lenscrafters | Nashua | NH | 08/2020 | 12/2020 |
| Lenscrafters | Nashua | NH | 02/2019 | 08/2020 |
| Starbucks | Woburn | MA | 08/2018 | 02/2019 |
| Unemployed | Nashua | NH | 01/2018 | 08/2018 |
| Bae Systems | Hudson | NH | 05/2016 | 01/2018 |
| Bank Of America N.A. | Brookline | MA | 04/2023 | 10/2024 |
| Citizens Securities, Inc. | Westwood | MA | 10/2024 | 12/2025 |
| Voya Financial Advisors | Boston | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
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