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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2025-12-24 |
Branch Locations
1230 West Washington Street Suite 508, Tempe, AZ 85288 • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 11/2025 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 11/2025 | Present |
| Meridian Financial Group | Milwaukie | OR | 06/2025 | 10/2025 |
| University Of Oregon Student Recreation Center | Eugene | OR | 01/2025 | 06/2025 |
| Eagle Landing Golf Course | Happy Valley | OR | 06/2021 | 09/2024 |
| Student At Univeristy Of Oregon | Eugene | OR | 09/2021 | 06/2025 |
| Auntie Annes | Clackamas | OR | 09/2019 | 01/2020 |
| Clackamas Highschool | Clackamas | OR | 09/2017 | 06/2021 |
| Happy Valley Middle School | Happy Valley | OR | 09/2014 | 06/2017 |
| Fred Meyers | Happy Valley | OR | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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