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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-22 |
Branch Locations
401 Edgewater Place Suite 105, Wakefield, MA 01880 • United States
Salem, MA • United States
160 Gould Street Suite 212, Needham Heights, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Jhfn | Boston | MA | 10/2008 | 11/2018 |
| John Hancock | Boston | MA | 11/2018 | 12/2018 |
| John Hancock Distributors Llc | Boston | MA | 11/2018 | 12/2018 |
| Lifemark Securities Corp. | Rochester | NY | 12/2020 | 09/2021 |
| Tandem Head | Salem | MA | 04/2019 | 11/2023 |
| Cantella & Co. | Malden | MA | 03/2019 | 08/2020 |
| Osaic | Needham Heights | MA | 11/2023 | Present |
| Solutions Brokerage Network | Salem | MA | 02/2023 | 11/2023 |
POA POSITION: Power of Attorney NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2024 ADDRESS: 15 Fairmount St, Salem MA 01970, United States DESCRIPTION: Power of Attorney for the care of my father.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-10 |
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