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55 Union Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-06 |
Branch Locations
55 Union Street, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 08/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | Lynnfield | MA | 05/2017 | 07/2019 |
| Charles Schwab Bank | Lynnfield | MA | 05/2017 | 07/2019 |
| Charles Schwab Investment Advisory, Inc. | Boston | MA | 07/2019 | 04/2020 |
| John Hancock | Boston | MA | 04/2020 | 11/2023 |
| John Hancock Distributors Llc | Boston | MA | 05/2020 | 11/2023 |
| Wincap Financial Llc | Andover | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-19 |
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