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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-05 |
| RI | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
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 | Smithfield | RI | 05/2023 | 12/2025 |
| Walgreens Pharmacy | Mansfield | MA | 03/2023 | 05/2023 |
| Wegmans Food Market | Westwood | MA | 03/2018 | 04/2023 |
| Grace Harbor Church | Providence | RI | 11/2022 | 04/2023 |
| Easton Baptist Church | Easton | MA | 07/2021 | 08/2022 |
| The Gap | Bethesda | MD | 12/2017 | 03/2018 |
| Montgomery College | Rockville | MD | 08/2017 | 03/2018 |
| Unemployed | Germantown | MD | 04/2016 | 08/2017 |
| Johnson & Wales | Providence | RI | 08/2021 | 05/2023 |
| Montgomery College | Germantown | MD | 08/2016 | 12/2020 |
| Unemployed | Providence | RI | 12/2025 | 01/2026 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-12 |
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