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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
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 | Merrimack | NH | 07/2023 | 05/2024 |
| Newport Restaurant Group | Watertown | MA | 06/2023 | 07/2023 |
| Stones Hospitality Group - Moonstones | Chelsmford | MA | 09/2021 | 06/2023 |
| Stones Hospitality Group - Stones Social | Nashua | NH | 03/2022 | 05/2022 |
| John Hancock Investments Management | Portsmouth | NH | 05/2020 | 08/2020 |
| John Hancock Investments Management | Portsmouth | MA | 05/2021 | 08/2021 |
| John Hancock Investments Management | Boston | MA | 05/2022 | 08/2022 |
| City Of Lowell | Lowell | MA | 09/2019 | 03/2020 |
| Lauries 909 Catering | Wakefield | MA | 06/2019 | 08/2019 |
| A And B Russell Landscaping | Middleton | MA | 06/2019 | 08/2019 |
| Wakefield Public Schools | Wakefield | MA | 03/2018 | 06/2018 |
| Wakefield Memorial High School | Wakefield | MA | 09/2015 | 06/2019 |
| Shaws Supermarkets | Wakefield | MA | 04/2016 | 03/2018 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2019 | 05/2023 |
| John Hancock | Boston | MA | 06/2024 | 01/2026 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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