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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
121 Seaport Blvd 11Th Floor, Boston, MA 02210 • United States
One Orange Way, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 11/2019 | 07/2022 |
| John Hancock Distributors Llc | Boston | MA | 11/2019 | 07/2022 |
| Mimecast | Lexington | MA | 03/2019 | 09/2019 |
| Rocket Software | Waltham | MA | 02/2018 | 03/2019 |
| Qstream | Burlington | MA | 01/2017 | 02/2018 |
| Barton Associates | Peabody | MA | 05/2016 | 12/2016 |
| Fitchburg State University | Fitchburg | MA | 04/2012 | 05/2016 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 07/2022 | 06/2024 |
| John Hancock | Boston | MA | 07/2022 | 11/2025 |
| Manulife John Hancock Brokerage Services | Boston | MA | 06/2024 | 11/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | Present |
| Voya Financial Partners, Llc | Boston | MA | 12/2025 | Present |
| Voya Retirement Advisors, Llc | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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