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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-28 |
| NY | 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 |
|---|---|---|---|---|
| Bryant University | Smithfield | RI | 09/2021 | 05/2025 |
| Myself | Weymouth | MA | 01/2015 | 04/2025 |
| Sunshine Pool | Pembroke | MA | 06/2019 | 09/2024 |
| Crystal Lake Golf Club | Mapleville | RI | 09/2023 | 11/2024 |
| Blue Hill Country Club | Canton | MA | 05/2023 | 06/2023 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 05/2026 |
| Usa Hockey | Boston | MA | 08/2018 | 12/2020 |
| Xaverian Brothers | Westwood | MA | 09/2018 | 06/2021 |
| 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 | 2025-08-19 |
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