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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-03-31 |
| CT | RA | APPROVED | 2021-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 08/2013 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 12/2015 | 12/2016 |
| John Hancock | Boston | MA | 01/2017 | 02/2021 |
| John Hancock Funds | Boston | MA | 01/2017 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jamaica Plain | MA | 02/2021 | Present |
| Bank Of America, N.A. | Jamaica Plain | MA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-14 |
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