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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 |
|---|---|---|---|---|
| Unemployed | Holden | MA | 08/2014 | 05/2017 |
| Instacart | Holden | MA | 05/2020 | 10/2020 |
| Bed Bath And Beyond | Holden | MA | 07/2018 | 04/2019 |
| Cobblestone Restaurant | Lowell | MA | 08/2021 | 04/2022 |
| El Jefe'S Restaurant | Lowell | MA | 10/2020 | 06/2021 |
| Unemployed | Holden | MA | 04/2019 | 05/2020 |
| Great Wolf Lodge | Fitchburg | MA | 02/2018 | 07/2018 |
| Dave & Busters | Natick | MA | 04/2022 | 06/2023 |
| Harrington Farms | Princeton | MA | 05/2017 | 08/2017 |
| Kimball Farm | Westford | MA | 06/2021 | 08/2021 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 09/2024 |
| Stop And Shop | Worcester | MA | 05/2017 | 02/2018 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Fidelity Investments | Merrimack | NH | 09/2024 | 02/2026 |
| Unemployed | Holden | MA | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-08 |
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