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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 | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-19 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2024 | 01/2026 |
| South Shore Beach | Little Compton | RI | 05/2023 | 06/2024 |
| Green Valley Country Club | Portsmouth | RI | 06/2017 | 06/2024 |
| Unemployed | Little Compton | RI | 01/2014 | 06/2017 |
| Sakonnet Golf Club | Little Compton | RI | 06/2019 | 09/2020 |
| Voya Financial Advisors | Boston | MA | 03/2026 | Present |
| Unemployed | Little Compton | RI | 01/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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