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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
197 Clarendon St, Boston, MA 02116 • United States
South Boston, MA • 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 | 03/2026 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 03/2026 | Present |
| Yard House | Boston | MA | 01/2025 | 02/2026 |
| Cheshire Pizza And Ale | Cheshire | CT | 04/2023 | 12/2024 |
| Northeast Scientific | Waterbury | CT | 05/2024 | 10/2024 |
| Quinnipiac University | Hamden | CT | 09/2023 | 05/2024 |
| Barnum Financial | Shelton | CT | 05/2023 | 09/2023 |
| Quinnipiac University | Hamden | CT | 09/2022 | 05/2023 |
| Napoli Distributer | Southington | CT | 05/2022 | 09/2022 |
| Quinnipiac University | Hamden | CT | 09/2021 | 05/2022 |
| Watertown Country Club | Watertown | CT | 05/2021 | 09/2021 |
| Quinnipiac University | Hamden | CT | 09/2020 | 05/2021 |
| Watertown Country Club | Watertown | CT | 05/2020 | 09/2020 |
| Cheshire Highschool | Cheshire | CT | 09/2019 | 05/2020 |
| Michaels Greenhouse | Cheshire | CT | 05/2019 | 09/2019 |
| Cheshire Highschool | Cheshire | CT | 09/2018 | 05/2019 |
| Unemployed | Cheshire | CT | 01/2016 | 05/2019 |
a. OBA Name: Park City Southie b. Investment-related?: No c. OBA Address: 411 Dorchester Ave, Boston, MA 02127 d. OBA Nature: Restaurant and event venue e. Position, Title, or Relationship with the OBA: Bartender f. OBA Start Date: 06/08/2026 g. Approximate number of hours/month devoted to the OBA: 8 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Serve and create cocktails, greet guests, take orders, and bar maintenance. Compensation: Yes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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