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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| NY | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Syracuse University | Syracuse | NY | 09/2019 | 05/2023 |
| Shelter Growth Capital Partners Llc | Ct | CT | 05/2022 | 08/2022 |
| Country Club Of Fairfield | Ct | CT | 05/2017 | 09/2019 |
| Rise N Shine Diner | Ny | NY | 02/2023 | 04/2023 |
| Chatham Bars Inn | Ma | MA | 05/2020 | 08/2021 |
| Unemployed | Fairfield | CT | 05/2023 | 02/2024 |
| Fidelity Investments | Smithfield | RI | 02/2024 | 04/2026 |
| Academy Of Our Lady Of Mercy Lauralton Hall | Milford | CT | 08/2015 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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