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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
| NY | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
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 |
|---|---|---|---|---|
| Middleboro Parks Dept. | Middleboro | MA | 06/2018 | 08/2019 |
| Coyle And Cassidy High School | Taunton | MA | 08/2016 | 06/2020 |
| The Black Dog Clothing Company | Wareham | MA | 06/2020 | 08/2020 |
| Patriot Relocation Services | Foxborough | MA | 05/2022 | 08/2022 |
| Freetown Lakeville Regional School District | Lakeville | MA | 09/2018 | 02/2023 |
| Enterprise Holdings | Fall River | MA | 05/2023 | 08/2023 |
| The Bartending Service Of New England | Middleboro | MA | 07/2021 | 06/2024 |
| Roger Williams University | Bristol | RI | 08/2020 | 05/2024 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 01/2026 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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