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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments | Andover | MA | 06/2015 | 04/2017 |
| John Hancock Distributors Llc | Boston | MA | 05/2017 | 02/2019 |
| John Hancock | Boston | MA | 04/2017 | 02/2019 |
| John Hancock Funds, Inc. | Boston | MA | 02/2019 | 07/2023 |
| John Hancock | Boston | MA | 02/2019 | 07/2023 |
| Fidelity Investments | Framingham | MA | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-02 |
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