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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Global Resources | Beverly | MA | 06/2016 | 12/2016 |
| Lpl Financial, Llc | Newburyport | MA | 01/2017 | 07/2018 |
| John Hancock | Boston | MA | 07/2018 | 11/2025 |
| John Hancock Funds, Inc. | Boston | MA | 07/2018 | 07/2024 |
| Manulife John Hancock Brokerage Services Llc | Boston | MA | 07/2024 | 11/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
PRIMARY RESIDENCE RENTAL UNIT POSITION: Landlord NATURE: My primary residence is a duplex. My family and I live in one unit and rent the other. This monthly income helps to pay our mortgage. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Danvers MA 01923, United States DESCRIPTION: property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-05 |
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