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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Personal Financial Services Lls | Boston | MA | 03/2025 | Present |
| Ventum Financial | Victoria | 07/2024 | 03/2025 | |
| Echelon Wealth Partners | Victoria | 06/2016 | 07/2024 | |
| Manulife Wealth Inc | Victoria | 03/2025 | Present |
Insurance Advisor. Part of my position with Manulife Wealth Insurance Services Inc, same address, started March 2025 and have had my Insurance license since 2008. Part of planning process and services offered to clients. Approximately 5-10 hours per month on the insurance side.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-15 |
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