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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| FL | RA | APPROVED | 2023-02-24 |
| NY | RA | APPROVED | 2022-08-31 |
| MA | RA | APPROVED | 2022-05-02 |
Branch Locations
53 State Street, 38Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 01/2019 | 03/2022 |
| John Hancock Distributors, Llc | Boston | MA | 01/2019 | 03/2022 |
| Acquia | Boston | MA | 06/2016 | 01/2019 |
| Sanford C. Bernstein & Co., Llc | Boston | MA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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