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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-29 |
| NY | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-24 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2024 | 05/2025 |
| Brown Brothers Harriman | Boston | MA | 06/2022 | 01/2024 |
| Biodesix | Boulder | CO | 07/2021 | 07/2021 |
| Birchview Capital | Burlington | VT | 06/2021 | 08/2021 |
| Elite Tackle | Plymouth | MA | 06/2019 | 09/2020 |
| Bates College | Lewiston | ME | 09/2018 | 06/2022 |
| Eventide Landscaping | Harwich | MA | 06/2018 | 09/2018 |
| Stowe Seafood | Stowe | VT | 09/2017 | 01/2022 |
| Unemployed | Stowe | VT | 11/2017 | 04/2018 |
| Bayberry Hills | Yarmouth | MA | 06/2017 | 07/2017 |
| Unemployed | Stowe | VT | 08/2016 | 06/2017 |
| John Hancock | Boston | MA | 05/2025 | 06/2026 |
| Manulife John Hancock Brokerage Services | Boston | MA | 05/2025 | 06/2026 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-21 |
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