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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-01 |
| NY | RA | APPROVED | 2022-10-11 |
| ME | RA | APPROVED | 2018-10-12 |
Branch Locations
188 State Street Suite 412, Portland, ME 04101 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 11/2016 | 07/2018 |
| Td Bank, N.A. | Portland | ME | 03/2016 | 11/2016 |
| Bank Of America, N.A. | Portland | ME | 04/2017 | 07/2018 |
| Voya Financial Advisors, Inc. | Portland | ME | 10/2018 | Present |
| Unemployed | Portland | ME | 08/2018 | 10/2018 |
NAME OF ENTITY: Independent Insurance Agent; Yes; 188 State St, Ste 412; Portland; ME; 04101; Fixed insurance sales.; Independent Insurance Agent; 5/30/2019; 10; 0; Sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
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