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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
| NY | RA | APPROVED | 2026-07-27 |
| RI | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-27 |
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 |
|---|---|---|---|---|
| Unemployed | East Greenwich | RI | 09/2018 | 05/2019 |
| Potowomut Golf Club | Warwick | RI | 05/2023 | 09/2023 |
| Potowomut Golf Club | Warwick | RI | 05/2020 | 10/2020 |
| Potowomut Golf Club | Warwick | RI | 05/2022 | 09/2022 |
| Unemployed | Kingstown | RI | 09/2021 | 02/2022 |
| Unemployed | Kingstown | RI | 09/2023 | 12/2023 |
| Unemployed | East Greenwich | RI | 06/2015 | 04/2018 |
| Potowomut Golf Club | Warwick | RI | 05/2019 | 10/2019 |
| Unemployed | Kingstown | RI | 04/2022 | 05/2022 |
| Potowomut Golf Club | Warwick | RI | 05/2021 | 09/2021 |
| Unemployed | East Greenwich | RI | 01/2020 | 05/2020 |
| Unemployed | Kingston | RI | 08/2024 | 01/2025 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 12/2025 |
| University Of Rhode Island Work Study | Kingstown | RI | 02/2022 | 04/2022 |
| Unemployed | Kingstown | RI | 04/2024 | 06/2024 |
| Troon/Potowomut Golf Club | Warwick | RI | 04/2018 | 09/2018 |
| Astro Of New England | Kingstown | RI | 01/2025 | 06/2025 |
| Shoreham Bank | Warwick | RI | 06/2024 | 08/2024 |
| Unemployed | East Grennwich | RI | 10/2020 | 05/2021 |
| Unemployed | East Greenwich | RI | 10/2019 | 12/2019 |
| Four Brothers Pizza | North Kingstown | RI | 12/2019 | 01/2020 |
| Unemployed | Kingstown | RI | 09/2022 | 05/2023 |
| Staples Office Supplies | Kingstown | RI | 12/2023 | 04/2024 |
| Manulife John Hancock Brokerage Services Llc | Boston | MA | 01/2026 | 06/2026 |
| John Hancock | Boston | MA | 12/2025 | 06/2026 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-07 |
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