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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2026-02-26 |
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 |
|---|---|---|---|---|
| Lobster Boat Restaurant | Yarmouth | MA | 06/2018 | 09/2018 |
| Chilis | Plainville | MA | 09/2018 | 04/2019 |
| Skipper Chowder House | Yarmouth | MA | 05/2019 | 09/2019 |
| Vineyard Vines | Wrentham | MA | 10/2019 | 05/2020 |
| King Philip Regional High School | Wrentham | MA | 09/2015 | 06/2020 |
| Skipper Chowder House | Yarmouth | MA | 05/2020 | 08/2020 |
| Unemployed | Plainville | MA | 09/2020 | 05/2021 |
| Skipper Chowder House | Yarmouth | MA | 06/2021 | 10/2021 |
| The Reef | Newport | RI | 10/2021 | 12/2021 |
| Unemployed | Plainville | MA | 01/2022 | 05/2022 |
| Skipper Chowder House | Yarmouth | MA | 05/2022 | 09/2022 |
| Unemployed | Plainville | MA | 09/2022 | 01/2023 |
| Newport Gulls Baseball Club | Newport | RI | 01/2023 | 06/2023 |
| Skipper Chowder House | Yarmouth | MA | 05/2023 | 10/2023 |
| Salve Regina University | Newport | RI | 09/2020 | 04/2024 |
| Anchored In Pink | Newport | RI | 09/2023 | 06/2024 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 06/2025 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 01/2026 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-24 |
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