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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
Somerville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 08/2016 | 05/2021 |
| Citizen's Campaign For The Environment | New Haven | CT | 06/2018 | 09/2018 |
| Ypc Media | Rochester | NY | 07/2019 | 09/2019 |
| Rita Prince State Farm | Fairport | NY | 09/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 02/2020 | 07/2021 |
| Alliance Advisory Group (Guardian Life Insurance) | Rochester | NY | 08/2021 | 11/2021 |
| Angi | Rochester | NY | 12/2021 | 01/2022 |
| Brighton Securities | Rochester | NY | 01/2022 | 10/2022 |
| Empower | Rochester | NY | 11/2022 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 10/2025 | 10/2025 |
| John Hancock | Boston | MA | 12/2025 | Present |
| John Hancock Distributors Llc | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-24 |
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