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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 | Apr 17, 2026 | n/a | yes | Boston, MA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Apr 2, 2026 | no | BOSTON, MA|BOSTON, MA|SMITHFIELD, RI|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 26, 2024 | Mar 31, 2025 | no | SMITHFIELD, RI|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | VOYA FINANCIAL ADVISORS, INC. | Apr 2, 2026 | Apr 17, 2026 | 15 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:2882:MA:2026-02-11 | Apr 2, 2026 | Apr 17, 2026 | BOSTON, MA | Firm change |