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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-13
NY RA APPROVED 2026-01-07
TX RA APPROVED 2026-01-07
  • MA RA
    APPROVED
    Since 2026-01-13
  • NY RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sail Salem Salem MA 04/2015 08/2022
Unemployed Beverly MA 08/2023 06/2024
Timothy S. Hopkins Catering Essex MA 05/2022 08/2022
Karla Cassidy Designs Beverly MA 05/2022 08/2023
Fidelity Investments Boston MA 06/2023 08/2023
Umass Amherst Amherst MA 01/2023 05/2023
Fidelity Investments Merrimack NH 06/2024 11/2025
Voya Financial Advisors Boston MA 11/2025 Present
  • 04/2015 → 08/2022
    Sail Salem
    Salem, MA
  • 08/2023 → 06/2024
    Unemployed
    Beverly, MA
  • 05/2022 → 08/2022
    Timothy S. Hopkins Catering
    Essex, MA
  • 05/2022 → 08/2023
    Karla Cassidy Designs
    Beverly, MA
  • 06/2023 → 08/2023
    Fidelity Investments
    Boston, MA
  • 01/2023 → 05/2023
    Umass Amherst
    Amherst, MA
  • 06/2024 → 11/2025
    Fidelity Investments
    Merrimack, NH
  • 11/2025 → Present
    Voya Financial Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
S63 Uniform Securities Agent State Law Examination 2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05
  • S63 Uniform Securities Agent State Law Examination
    2024-10-15

View on SEC IAPD

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