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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
Branch Locations
Scottsdale, AZ • United States
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 12/2011 | 01/2018 |
| John Hancock | Tempe | AZ | 01/2018 | 01/2022 |
| John Hancock Funds, Llc | Boston | MA | 02/2018 | 01/2022 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 01/2022 |
| Payden & Rygel | Los Angeles | CA | 01/2022 | 06/2023 |
| Hunnex & Shoemaker | Scottsdale | AZ | 08/2023 | 02/2025 |
| Betterment | Scottsdale | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-06 |
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