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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-15 |
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 |
|---|---|---|---|---|
| Main Line Delivery | Philadelphia | PA | 09/2016 | 12/2016 |
| Gnc | Philadelphia | PA | 05/2016 | 09/2016 |
| Saint Joseph's University | Philadelphia | PA | 08/2013 | 05/2017 |
| Caviar Inc. | Philadelphia | PA | 01/2017 | 01/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2018 | 07/2023 |
| American United Life | Charlotte | NC | 07/2023 | 01/2025 |
| Oneamerica Securities | Charlotte | NC | 07/2023 | 01/2025 |
| Voya Financial Partners, Llc | Charlotte | NC | 01/2025 | Present |
| Voya | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-05 |
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