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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
| NY | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
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 |
|---|---|---|---|---|
| Hudmain Llc (Dunkin Donuts) | North Reading | MA | 04/2017 | 10/2017 |
| Magnuson Hotel (Soniya Hotel Llc/ Jhm River Llc) | Framingham | MA | 10/2017 | 12/2017 |
| Anver Corporation | Hudson | MA | 04/2018 | 04/2022 |
| Hudmain Llc (Dunkin Donuts) | North Reading | MA | 12/2017 | 07/2021 |
| Netco Extruded Plastics | Hudson | MA | 05/2019 | 02/2020 |
| Maplebear (Instacart) | Hudson | MA | 05/2020 | 12/2020 |
| Arbor Associates | North Andover | MA | 07/2021 | 08/2021 |
| Ngp Management Llc | North Reading | MA | 04/2022 | 11/2023 |
| Hrb Green Resources | Framingham | MA | 01/2022 | 03/2022 |
| Main South Cdc | Worcester | MA | 02/2022 | 04/2022 |
| United Postal Service | Ashland | MA | 10/2023 | 12/2023 |
| Fidelity Brokerage Services Llc | Smithfield | RI | 12/2023 | 03/2026 |
| Quinsigamond Community College | Worcester | MA | 12/2018 | 05/2021 |
| Nichols College | Dudley | MA | 01/2023 | 12/2023 |
| P.M Patel | Anand | 05/2015 | 02/2017 | |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Southern New Hampshire University | Hooksett | NH | 05/2024 | 09/2025 |
| Voya Financial Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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