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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-09 |
| MA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-16 |
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 |
|---|---|---|---|---|
| Miami University Student | Oxford | OH | 08/2020 | 05/2021 |
| Fidelity Investments | Smithfield | RI | 07/2024 | 10/2025 |
| Miami University Student | Oxford | OH | 08/2021 | 12/2021 |
| Miami University Student | Oxford | OH | 12/2021 | 05/2022 |
| Bruegger'S Bagels | Hingham | MA | 08/2018 | 11/2018 |
| Student | Hingham | MA | 06/2014 | 11/2018 |
| Massachusetts Dcr | Boston | MA | 05/2022 | 08/2022 |
| Student | Hingham | MA | 08/2019 | 08/2020 |
| Solo Golf | Hingham | MA | 05/2021 | 08/2021 |
| Weathervane Golf Club | Hingham | MA | 05/2019 | 08/2019 |
| Student | Hingham | MA | 08/2018 | 05/2019 |
| O'SUllivan Hockey | Dorchester | MA | 09/2018 | 12/2021 |
| Guardian Life Insurance Company Of America | Bridgewater | MA | 06/2023 | 08/2023 |
| Massachusetts Dcr | Boston | MA | 05/2021 | 08/2021 |
| Miami University | Oxford | OH | 09/2023 | 03/2024 |
| Miami University Student | Oxford | OH | 08/2023 | 09/2023 |
| Miami University Student | Oxford | OH | 03/2024 | 06/2024 |
| Miami University Student | Oxford | OH | 08/2022 | 06/2023 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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