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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-06 |
| NY | RA | APPROVED | 2026-05-01 |
Branch Locations
40 Wall Street 39Th Floor, New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Boston | MA | 08/2022 | 05/2023 |
| Us Health Advisors | Vienna | VA | 08/2021 | 06/2022 |
| Real Diagnostics | Reisterstown | MD | 01/2020 | 08/2021 |
| The Urology Group | Reston | VA | 07/2012 | 01/2020 |
| John Hancock | Boston | MA | 10/2023 | 12/2025 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 10/2023 | 06/2024 |
| Unemployed | Boston | MA | 05/2023 | 10/2023 |
| Manulife John Hancock Brokerage Services | Boston | MA | 06/2024 | 12/2025 |
| Unemployed | New York | NY | 01/2026 | 03/2026 |
| Paulson Investment Company | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
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