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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-11-13 |
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 07/2025 | 10/2025 |
| New York Life Insurance Company | Waltham | MA | 02/2025 | 10/2025 |
| Bentley University | Waltham | MA | 09/2021 | 05/2025 |
| Integrated Financial Partners | Waltham | MA | 05/2024 | 11/2024 |
| Fallon Health | Worcester | MA | 05/2023 | 09/2023 |
| Rollstone Bank & Trust | Fitchburg | MA | 05/2022 | 05/2023 |
| Watchdog Security Systems | Westminster | MA | 05/2020 | 08/2021 |
| Cushing Academy | Ashburnham | MA | 09/2017 | 05/2021 |
| Unemployed | Westminster | MA | 07/2017 | 08/2017 |
| Overlook Middle School | Ashburnham | MA | 09/2014 | 06/2017 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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