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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Mansfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | Luxembourg | 10/2017 | 06/2018 | |
| Fuchs Asste Management | Luxembourg | 02/2019 | 03/2019 | |
| Heo | Herxheim | 04/2019 | 12/2020 | |
| First Command | Clarksville | TN | 01/2021 | 06/2021 |
| Kpmg | Luxembourg | 07/2018 | 01/2019 | |
| Saarland University | Saarbruecken | 10/2009 | 07/2017 | |
| First Command Financial Planning | Fort Worth | TX | 06/2021 | 08/2021 |
| First Command Advisory Services | Fort Worth | TX | 06/2021 | 08/2021 |
| First Command Insurance Agent | Fort Worth | TX | 06/2021 | 08/2021 |
| New York Life Insurance Co | Franklin | TN | 08/2021 | 01/2023 |
| Nylife Securities Llc | Franklin | TN | 10/2021 | 01/2023 |
| Alliancebernstein Investments, Inc. | Nashville | TN | 01/2023 | 02/2024 |
| John Hancock | Boston | MA | 02/2024 | 12/2025 |
| John Hancock Distributors Llc | Boston | MA | 02/2024 | 12/2025 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 02/2024 | 12/2025 |
| John Hancock Investment Management Llc | Boston | MA | 02/2024 | 12/2025 |
| Mfs Fund Distributors, Inc. | Boston | MA | 01/2026 | Present |
As of November 2024, employed as a Kickboxing Instructor at Darkside Jiu Jitsu, 1 George St Unit 6, Plainville MA 02762 for approximately 1 hour per week. This position is not investment related and not generally performed during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-06 |
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