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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-31 |
| MA | RA | APPROVED | 2025-02-14 |
| GA | RA | APPROVED | 2025-02-10 |
Branch Locations
Scottsdale, AZ • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 08/2022 | 08/2024 |
| Touchstone Securities | Cincinnati | OH | 08/2022 | 08/2024 |
| Kessick Wine Cellars | Greenville | SC | 03/2021 | 07/2022 |
| Tipsy Taco | Clemson | SC | 11/2020 | 02/2021 |
| Full Time Student | Clemson | SC | 08/2020 | 11/2020 |
| If It's Outdoors Llc | Greenville | SC | 04/2020 | 08/2020 |
| Chick - Fil- A | Anderson | SC | 10/2019 | 03/2020 |
| Full-Time Student | Due West | SC | 08/2019 | 10/2019 |
| Collegiate Home Enhancers | Greenville | SC | 05/2019 | 08/2019 |
| State Farm Mutual | Greenville | SC | 12/2018 | 05/2019 |
| Fisher Packaging | Anderson | SC | 08/2018 | 05/2019 |
| If It's Outdoors Llc | Greenville | SC | 05/2018 | 08/2018 |
| Full Time Student | Anderson | SC | 08/2017 | 05/2018 |
| If It's Outdoors Llc | Greenville | SC | 05/2017 | 08/2017 |
| Full Time Student | Greenville | SC | 08/2012 | 05/2017 |
| John Hancock | Boston | MA | 11/2024 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 11/2024 | Present |
| Infiniti Of Cincinnati | Mason | OH | 09/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
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