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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Houston | TX | 04/2017 | 08/2017 |
| Mml Investors Services, Llc | Houston | TX | 06/2017 | 08/2017 |
| Unemployed | Houston | TX | 06/2016 | 04/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 08/2017 | 07/2018 |
| Gwfs Equities | Houston | TX | 07/2018 | 08/2019 |
| Valic Financial Advisors, Inc. | Houston | TX | 08/2019 | 09/2023 |
| Unemployed | Houston | TX | 09/2023 | 05/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 06/2024 | 07/2024 |
| Agia | Houston | TX | 05/2024 | 07/2024 |
| John Hancock | Boston | MA | 07/2024 | Present |
| John Hancock Distributors Llc | Boston | MA | 08/2024 | Present |
| John Hancock Personal Financial Services, Llc | Boston | MA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-15 |
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