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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| NY | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
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 |
|---|---|---|---|---|
| U.S. Air Force | Dyess Afb | TX | 09/2015 | 08/2021 |
| Regency Management | Somerville | MA | 02/2022 | 09/2022 |
| New Hampshire Air National Guard | Portsmouth | NH | 09/2021 | Present |
| Suffolk University | Boston | MA | 03/2023 | 05/2024 |
| Fidelity Investments | Merrimack | NH | 05/2023 | 08/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 08/2024 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 08/2024 | 04/2026 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| New Hampshire Air National Guard | Newtington | NH | 09/2021 | Present |
NEW HAMPSHIRE AIR NATIONAL GUARD POSITION: Public Health Technician NATURE: Military healthcare operations. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 302 Newmarket St, Newtington NH 03801, United States DESCRIPTION: Track/report communicable diseases, ensure OSHA exam compliance, and coordinate deployment health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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