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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-10 |
Branch Locations
197 Clarendon Street, Boston, MA 02116 • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amundi Pioneer Distributor, Inc. | Boston | MA | 06/2018 | 04/2023 |
| By Appointment Only Inc. | Norwood | MA | 06/2017 | 08/2017 |
| Providence Bruins | Providence | RI | 10/2016 | 05/2017 |
| Dedham Polo And Country Club | Dedham | MA | 08/2016 | 08/2017 |
| Providence College | Providence | MA | 09/2017 | 05/2018 |
| John Hancock | Boston | MA | 04/2023 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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