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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| NY | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
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 | 03/2026 |
| Rosies Diner | North Chelmsford | MA | 06/2021 | 12/2022 |
| United Parcel Service | Chelmsford | MA | 12/2021 | 12/2021 |
| Kimball Farm | Carlisle | MA | 05/2018 | 10/2018 |
| Kimball Farm | Westford | MA | 07/2017 | 10/2017 |
| University Of South Carolina | Columbia | SC | 08/2019 | 12/2019 |
| University Of South Carolina | Columbia | SC | 01/2021 | 05/2021 |
| University Of South Carolina | Columbia | SC | 08/2021 | 12/2021 |
| University Of South Carolina | Columbia | SC | 08/2022 | 12/2022 |
| University Of South Carolina | Columbia | SC | 01/2020 | 05/2020 |
| University Of South Carolina | Columbia | SC | 08/2020 | 12/2020 |
| University Of South Carolina | Columbia | SC | 01/2022 | 05/2022 |
| University Of South Carolina | Columbia | SC | 01/2023 | 05/2023 |
| Lee Masonry And Stonescape | Chelmsford | MA | 06/2019 | 05/2023 |
| Chelmsford High School | Chelmsford | MA | 11/2017 | 05/2018 |
| Chelmsford High School | Chelmsford | MA | 11/2018 | 06/2019 |
| Chelmsford High School | Chelmsford | MA | 09/2015 | 06/2017 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
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