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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| NC | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED_RES | 2026-01-22 |
Branch Locations
175 Federal Street Suite 1050, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 08/1991 | 11/2018 |
| John Hancock Personal Financial Services | Boston | MA | 06/2018 | 01/2026 |
| John Hancock Distributors | Boston | MA | 08/2018 | 01/2026 |
| Manulife John Hancock Brokerage Services | Boston | MA | 10/2023 | 01/2026 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 01/2025 | 01/2026 |
| Osaic Wealth Inc | Boston | MA | 01/2026 | Present |
FINRA POSITION: Committee Member NATURE: Member of FINRA Continuing Education Content Committee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2026 ADDRESS: 175 Federal St, Boston MA 02110, United States DESCRIPTION: Subject Matter Expert for industry continuing education content committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-06 |
| S66 | Uniform Combined State Law Examination | 1997-12-22 |
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