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Advisor at VOYA FINANCIAL ADVISORS, INC.
Boston, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 21, 2026 | n/a | yes | Boston, MA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Nov 5, 2024 | Dec 18, 2025 | no | JOHNSTON, RI|West Palm Beach, FL|WESTWOOD, MA|Hudson, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 3, 2023 | Oct 30, 2024 | no | BROOKLINE, MA|NEW YORK, NY|HOUSTON, TX|CHESTNUT HILL, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | Dec 18, 2025 | Jan 21, 2026 | 34 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIZENS SECURITIES, INC. | Oct 30, 2024 | Nov 5, 2024 | 6 | Firm change | Wirehouse to ibd |