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Advisor at VOYA FINANCIAL ADVISORS, INC.
IRVINE, CA | Charlestown, MA | 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 | Sep 18, 2025 | n/a | yes | IRVINE, CA|Charlestown, MA|Boston, MA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 31, 2020 | Sep 2, 2025 | no | CHARLESTOWN, MA|FORT MILL, SC | Previous registration |
| BNY MELLON ADVISORS, INC. | Bank affiliated wealth | Oct 27, 2014 | Sep 17, 2018 | no | QUINCY, MA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | VOYA FINANCIAL ADVISORS, INC. | Sep 2, 2025 | Sep 18, 2025 | 16 | Firm change | Ibd to ibd |
| BNY MELLON ADVISORS, INC. | LPL FINANCIAL LLC | Sep 17, 2018 | Aug 31, 2020 | 714 | Firm change after gap | RIA to ibd |