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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-16 |
| NY | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2024 | 09/2025 |
| Unemployed | Brighton | MA | 07/2022 | 07/2024 |
| Token Metrics | Beaverton | OR | 02/2022 | 06/2022 |
| Unemployed | Brighton | MA | 07/2021 | 01/2022 |
| Next Capital Tech | Lindstrom | MN | 12/2020 | 07/2021 |
| Unemployed | Brighton | MA | 02/2016 | 11/2020 |
| Wellington Management | Boston | MA | 12/2015 | 12/2016 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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