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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-07 |
| NY | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-04 |
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 |
|---|---|---|---|---|
| North West Pest Control | Burlington | MA | 05/2024 | 05/2024 |
| Integrated Financial Partners | Waltham | MA | 06/2024 | 08/2024 |
| North West Pest Control | Waltham | MA | 05/2022 | 08/2022 |
| Fuse Ideas | Winchester | MA | 06/2019 | 08/2019 |
| College Student | Amherst | MA | 09/2022 | 04/2023 |
| Domenic Landscaping | Burlington | MA | 06/2018 | 08/2018 |
| Fidelity Investments | Merrimack | NH | 06/2025 | 05/2026 |
| Northwest Pest Control | Waltham | MA | 05/2023 | 08/2023 |
| Student | Arlington | MA | 09/2019 | 04/2022 |
| Student | Burlington | MA | 04/2014 | 05/2018 |
| Student | Arlington | MA | 09/2018 | 05/2019 |
| College Student | Amherst | MA | 09/2024 | 05/2025 |
| College Student | Amherst | MA | 09/2023 | 05/2024 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
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