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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 | 2026-07-16 |
| TX | RA | APPROVED | 2026-07-16 |
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 |
|---|---|---|---|---|
| Nepc | Boston | MA | 06/2024 | 08/2024 |
| Epoch Labs | Boston | MA | 06/2024 | 06/2025 |
| Massachusetts Institute Of Technology Ihq | Cambridge | MA | 06/2023 | 08/2023 |
| Boston University | Boston | MA | 01/2025 | 04/2025 |
| Merch Pier | Boston | MA | 03/2023 | 07/2023 |
| Woolridge Montessori Academy | Midlothian | VA | 06/2022 | 08/2022 |
| Dick's Sporting Goods | Boston | MA | 07/2025 | 10/2025 |
| Boston University | Boston | MA | 08/2021 | 05/2025 |
| Collegiate School | Richmond | VA | 08/2017 | 05/2021 |
| Moody Middle School | Lakeside | VA | 09/2014 | 06/2017 |
| Voya Financial | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
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