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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| NY | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-10 |
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 |
|---|---|---|---|---|
| Capitol Securities Management | Boston | MA | 06/2024 | 07/2024 |
| Duke University | Durham | NC | 07/2024 | 05/2025 |
| Providence College | Providence | RI | 09/2020 | 05/2024 |
| Melrose High School | Melrose | MA | 09/2016 | 05/2020 |
| The Town Of Lynnfield | Lynnfield | MA | 06/2023 | 08/2023 |
| Mount Hood Golf Course | Melrose | MA | 04/2018 | 09/2021 |
| Lazer Lax Lacrosse Camp | Melrose | MA | 06/2017 | 08/2021 |
| Unemployed | Melrose | MA | 11/2015 | 03/2017 |
| Unemployed | Melrose | MA | 07/2024 | 11/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-31 |
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