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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 |
|---|---|---|---|---|
| Newburyport Lighting | Newburyport | MA | 09/2019 | 11/2023 |
| Newburyport Highschool | Newburyport | MA | 07/2014 | 08/2019 |
| Loyola University Maryland | Baltimore | MD | 09/2019 | 09/2023 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Fidelity Investments | Merrimack | NH | 11/2023 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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