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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-11 |
Branch Locations
Two Portland Square, 7Th Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 07/2016 | 11/2019 |
| Raymond James & Associates Inc. | Boston | MA | 07/2024 | Present |
| Toast, Inc. | Boston | MA | 12/2019 | 04/2020 |
| Toast, Inc. | Boston | MA | 11/2020 | 04/2022 |
| Linksquares, Inc. | Boston | MA | 05/2022 | 08/2023 |
| Unemployed | Boston | MA | 05/2020 | 10/2020 |
| Unemployed | Boston | MA | 08/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-08 |
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