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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
| NJ | RA | APPROVED | 2020-12-17 |
Branch Locations
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
6883 E Genesee Street, Fayetteville, NY 13066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Fayetteville | NY | 01/2004 | 12/2020 |
| Voya Financial Advisors, Inc. | Fayetteville | NY | 12/2020 | Present |
1) NAME OF ENTITY:6883 rental property; No; 6883 East Genesee Street; Fayetteville; NY; 13066; Rental Property; Owner; 1/1/2020; 1; 0; billing for monthly rent and expenses associated with taxes, insurance and utilities| 2) NAME OF ENTITY Independent Insurance Agent; Yes; 6883 East Genesee Street; Fayetteville; NY; 13066; Fixed Insurance Sales; Independent Insurance Agent; 6/22/2022; 5; 5; sales of fixed insurance products| 3) NAME OF ENTITY Shakti Village Empowerment; No; 4455 Stephanie Dr, Manlius, NY, 13104; Teaching; Volunteer/Translator; 01/31/2023; 3/0; Translating Boards Decisions and Requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-13 |
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