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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
Branch Locations
461 Main St, Tewksbury, MA 01876 • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 11/2020 | 03/2022 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 11/2020 | 03/2022 |
| Seaport Global Holdings Llc | New York | NY | 06/2019 | 06/2019 |
| Keybanc Capital Markets | Chicago | IL | 05/2018 | 06/2018 |
| Boardwalk Inn & Cafe | Hampton | NH | 05/2017 | 08/2017 |
| Student | Washington | DC | 06/2019 | 05/2020 |
| Unemployed | Seabrook | NH | 05/2020 | 11/2020 |
| Student | Washington | DC | 06/2018 | 06/2019 |
| Student | Washington | DC | 08/2017 | 05/2018 |
| Student | Washington | DC | 08/2016 | 05/2017 |
| Dakota Wealth, Llc | Danvers | MA | 05/2022 | 01/2025 |
| The Fiduciary Alliance | Tewksbury | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-26 |
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