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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-29 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 10/2015 | 06/2024 |
| Pulmonary Associates Pa | Glendale | AZ | 10/2013 | 04/2017 |
| Snow Companies Consulting | Mesa | AZ | 05/2021 | 03/2026 |
| Mutual Of America Securities Llc | Phoenix | AZ | 06/2024 | 04/2025 |
| Cbiz | Phoenix | AZ | 04/2025 | 04/2026 |
| Voya | Mesa | AZ | 06/2026 | Present |
| Voya Financial Partners, Llc | Mesa | AZ | 06/2026 | Present |
| Voya Retirement Advisors, Llc | Mesa | AZ | 06/2026 | Present |
Narcolepsy Network; Not investment related; 5PO Box 2451 Tarpon Springs, FL 34689; Board Member; 04/15/2026 ; 6 hour per month; 0 hours per month during trading hours; Educate and inform individuals with narcolepsy about this lifelong neurological sleep disorder, available treatments, and symptom management so they may be empowered to achieve the highest quality of life possible.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-29 |
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