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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-18 |
| FL | RA | APPROVED | 2024-06-18 |
| NY | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2024-06-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 03/2018 | 02/2021 |
| Jimmy Johns | Westlake | OH | 02/2017 | 03/2018 |
| J.C Sharp Corporation | Olmsted Falls | OH | 11/2016 | 02/2017 |
| Jimmy Johns | Westlake | OH | 01/2013 | 11/2016 |
| Cuyahoga Community College | Parma | OH | 08/2011 | 08/2017 |
| Raymond James And Associates, Inc. | St. Petersburg | FL | 12/2021 | 06/2024 |
| Ganley Lincoln Of Middleburgh Heights | Middleburgh Heights | OH | 02/2021 | 12/2021 |
| Voya Financial Advisors | Windsor | CT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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