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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-14 |
Branch Locations
11 South Main Street, West Hartford, CT 06107 • United States
300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 01/2013 | 12/2021 |
| John Hancock Distributors Llc | Boston | MA | 03/2014 | 12/2021 |
| Cambridge Investment Research, Inc. | Quincy | MA | 01/2022 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Quincy | MA | 02/2022 | 10/2022 |
| Fidelity Investments Llc | West Hartford | CT | 10/2022 | 02/2024 |
| Charles Schwab & Co., Inc. | West Hartford | CT | 02/2024 | Present |
| Charles Schwab Bank, Ssb | West Hartford | CT | 02/2024 | Present |
| Bartlett Wealth Management | Worcester | MA | 01/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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