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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MA | RA | APPROVED | 2021-11-10 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds Llc | Boston | MA | 08/2015 | 09/2021 |
| John Hancock | Boston | MA | 08/2015 | 11/2017 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 09/2021 |
| Lpl Financial, Llc | Boston | MA | 10/2021 | 11/2024 |
| Winthrop Advisory Group, Llc | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-16 |
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