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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-12 |
| MA | RA | APPROVED | 2012-04-02 |
Branch Locations
36 Washington Street Suite 80, Wellesley, MA 02481 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Services Incorporated | Wellesley Hills | MA | 02/1986 | Present |
| Voya Financial Advisors | Wellesley | MA | 09/2014 | Present |
NAME OF ENTITY:BENEFITS SERVICES INCORPORATED; No; 36 WASHINGTON ST STE 80; WELLESLEY; MA; 2481; SALES & SERV OF GROUP EE BENEFITS- not investment related; PRESIDENT; 1/1/1981; 160; 180; I AM THE PRESIDENT OF BSI WHICH IS INVOLVED IN THE SALES & SERVICE OF GROUP EMPLOYEES BENEFIT PROGRAMS. THIS INCLUDES GROUP: MEDICAL, DENTAL, DISABILITY, LIFE AND RETIREMENT PRODUCTS.|NAME OF ENTITY: Independent Insurance Agent; Yes; 36 WASHINGTON ST STE 80; WELLESLEY; MA; 2481; Fixed Insurance Sales; Independent Insurance Agent; 9/21/2015; 60; 60; Sale of fixed insurance products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-30 |
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