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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| NY | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED | 2026-04-13 |
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 | 12/2025 |
| Hynes Restaurant Group | Plymouth | MA | 05/2023 | 07/2023 |
| Uri Campus Recreation | Kingston | RI | 09/2020 | 05/2024 |
| Lucioso'S Pub | Plymouth | MA | 01/2019 | 05/2022 |
| Rhode Island Executive Office Of Commerce | Providence | RI | 09/2023 | 01/2024 |
| Town Of Plymouth | Plymouth | MA | 05/2018 | 09/2023 |
| Surfside Smokehouse | Plymouth | MA | 04/2017 | 10/2017 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| University Of Rhode Island | Kingstown | RI | 09/2020 | 05/2024 |
| Sturgis East Charter Public High School | Hyannis | MA | 09/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-09 |
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