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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-26 |
Branch Locations
700-730 View St, Victoria V8W 3Y7 • Canada
200 Berkeley Street, Boston, MA 02116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manulife Wealth Inc. | Oakville | 03/2025 | Present | |
| John Hancock Personal Financial Services Llc | Boston | MA | 08/2025 | Present |
| Ventum Financial | Victoria | 07/2024 | 03/2025 | |
| Echelon Wealth Partners | Victoria | 11/2020 | 07/2024 | |
| Chevron Wealth Preservation Inc. | Victoria | 01/2021 | 07/2024 | |
| National Bank Financial Inc | Victoria | 01/2013 | 11/2020 | |
| Ventum Insurance Services Corp. | Victoria | 07/2024 | 03/2025 | |
| John Hancock | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
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