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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| MD | RA | APPROVED | 2024-11-12 |
| DC | RA | APPROVED | 2024-06-24 |
| VA | RA | APPROVED | 2024-06-04 |
Branch Locations
1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States
4340 East-West Hwy. Suite 1130, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 05/2015 | 07/2019 |
| John Hancock Funds Llc | Boston | MA | 05/2015 | 07/2019 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 07/2019 |
| Morningstar, Inc | Chicago | IL | 07/2019 | 02/2021 |
| Refinitiv | Chicago | IL | 02/2021 | 05/2022 |
| Morningstar, Inc | Chicago | IL | 05/2022 | 03/2024 |
| Janney Montgomery Scott | Washington | DC | 04/2024 | 06/2024 |
| Janney Montgomery Scott Llc | Washington | DC | 06/2024 | 09/2024 |
| Janney Montgomery Scott Llc | Bethesda | MD | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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