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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-25 |
| CT | RA | APPROVED | 2023-07-11 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 08/2022 | 05/2023 |
| John Hancock Distributors Llc | Boston | MA | 10/2022 | 05/2023 |
| Bear Hill Health Care Llc | Stoneham | MA | 04/2020 | 01/2022 |
| Bryant University | Smithfield | RI | 09/2018 | 05/2022 |
| United Parcel Service | Lynnfield | MA | 06/2019 | 01/2020 |
| Reading Memorial High School | Reading | MA | 09/2014 | 05/2018 |
| Papa Gino's | North Reading | MA | 08/2016 | 08/2018 |
| Morgan Stanley | Boston | MA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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