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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| NY | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
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 |
|---|---|---|---|---|
| Umass Amherst | Amherst | MA | 09/2023 | 12/2023 |
| Pizza Shop At South Natick | Ma | MA | 05/2021 | 08/2021 |
| Unemployed | Natick | MA | 06/2016 | 09/2016 |
| Umass Amherst | Amherst | MA | 09/2022 | 05/2023 |
| Unemployed | Natick | MA | 05/2024 | 06/2024 |
| Unemployed | Natick | MA | 05/2023 | 06/2023 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 03/2026 |
| Sweetgreen | Ma | MA | 06/2019 | 09/2019 |
| Doordash | Natck | MA | 08/2021 | 09/2021 |
| Doordash | Natick | MA | 12/2023 | 01/2024 |
| Unemployed | Natick | MA | 08/2023 | 09/2023 |
| Umass Amherst | Amherst | MA | 09/2021 | 05/2022 |
| Umass Amherst | Amherst | MA | 01/2024 | 05/2024 |
| Fidelity Investments | Ri | RI | 06/2023 | 08/2023 |
| Natick High School | Natick | MA | 09/2016 | 06/2019 |
| Plymouth Rock Assurance | Ma | MA | 05/2022 | 09/2022 |
| Natick High School | Natick | MA | 09/2019 | 06/2020 |
| Umass Amherst | Amherst | MA | 09/2020 | 05/2021 |
| Unemployed | Natick | MA | 06/2020 | 09/2020 |
| Voya Financial Advisors | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
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