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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| WA | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds Distributor, Inc | Centennial | CO | 01/2007 | 05/2019 |
| Usi Securities, Inc. | Glastonbury | CT | 10/2019 | 01/2020 |
| Usi Consulting Group, Inc. | Glastonbury | CT | 09/2019 | 01/2020 |
| Unemployed | Portland | OR | 06/2019 | 09/2019 |
| Usi Advisors, Inc. | Glastonbury | CT | 11/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 03/2020 | 04/2022 |
| Federated Global Investment Management Corp | New York | NY | 05/2022 | 04/2026 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 05/2022 | 04/2026 |
| Federated Investment Counseling | Pittsburgh | PA | 05/2022 | 04/2026 |
| Federated Securities Corp | Pittsburgh | PA | 05/2022 | 04/2026 |
| Federated Hermes, Inc. | Pittsburgh | PA | 05/2022 | 04/2026 |
| John Hancock | Boston | MA | 05/2026 | Present |
| John Hancock Distributors Llc | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-22 |
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