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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weycare | Weymouth | MA | 11/2015 | 10/2018 |
| Weathervane Golf Club | Weymouth | MA | 03/2016 | 11/2020 |
| Dicks Sporting Goods | Hanover | MA | 10/2018 | 03/2019 |
| Chipotle | Hingham | MA | 10/2020 | 03/2021 |
| Granite Links Golf | Quincy | MA | 05/2021 | 11/2021 |
| Weymouth High School | Weymouth | MA | 09/2013 | 06/2017 |
| Doordash | Weymouth | MA | 01/2020 | 01/2022 |
| Fidelity Investments | Smithfield | RI | 01/2022 | 09/2022 |
| Massasoit Community College | Brockton | MA | 09/2017 | 05/2019 |
| Massachusetts Maritime Academy | Buzzards Bay | MA | 08/2019 | 06/2020 |
| University Massachusetts Boston | Boston | MA | 09/2020 | 01/2022 |
| John Hancock | Boston | MA | 10/2022 | 09/2025 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 10/2022 | 06/2024 |
| Manulife John Hancock Brokerage Services Llc | Boston | MA | 06/2024 | 09/2025 |
| Voya Financial Advisors | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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