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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| NY | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-07 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 12/2023 | 02/2026 |
| Nylife Securities Llc | Waltham | MA | 04/2024 | 02/2026 |
| Anna Maria College | Paxton | MA | 08/2021 | 05/2024 |
| Grace Marketing | Sudbury | MA | 01/2023 | 07/2023 |
| Planet Fitness | West Boylston | MA | 02/2021 | 01/2022 |
| Worcester State University | Worcester | MA | 08/2019 | 05/2021 |
| Millbury Federal Credit Union | Worcester | MA | 01/2022 | 07/2022 |
| Tahanto Regional High School | Boylston | MA | 09/2015 | 08/2019 |
| Keybank | Putnam | CT | 01/2026 | 02/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-17 |
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