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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-30 |
Branch Locations
197 Clarendon Street, Boston, MA 02116 • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
Medfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2017 | 09/2020 |
| Unemployed | Boston | MA | 02/2017 | 09/2017 |
| Meketa Investment Group | Westwood | MA | 10/2016 | 01/2017 |
| Unemployed | Boston | MA | 03/2016 | 10/2016 |
| Bank Of America, N.A. | Boston | MA | 09/2017 | 09/2020 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 01/2021 | Present |
| John Hancock | Boston | MA | 01/2021 | Present |
| Unemployed | Boston | MA | 09/2020 | 01/2021 |
| John Hancock Distributors Llc | Boston | MA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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