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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 06/2023 | Present |
| Manulife John Hancock Brokerage Services Llc | Boston | MA | 09/2024 | Present |
| T's Restaurant Group | Narragansett | RI | 06/2018 | 07/2021 |
| Back40 Restaurant | North Kingstown | RI | 06/2021 | 09/2021 |
| Tampa Pizza Company | Tampa | FL | 01/2021 | 05/2021 |
| Clean Juice | Tampa | FL | 02/2023 | 05/2023 |
| University Of Tampa | Tampa | FL | 08/2019 | 05/2023 |
| East Greenwich High School | East Greenwich | RI | 08/2016 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
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