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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-04-07 |
| MA | RA | APPROVED | 2020-08-18 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
225 Dyer Street, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 02/2016 | 01/2018 |
| John Hancock Distributors | Boston | MA | 03/2016 | 01/2018 |
| Wells Fargo Financial Network, Llc | Boston | MA | 01/2018 | 08/2020 |
| Private Client Services | Westborough | MA | 08/2020 | Present |
| Mayflower Financial Advisors, Llc | Providence | RI | 08/2020 | Present |
Licensed Insurance Professional; same address; less than 10% of business time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-11 |
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