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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
175 Federal Street Suite 1050, Boston, MA 02110 • United States
Quincy, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company / Concord Wealth Management | Braintree | MA | 12/2017 | 08/2019 |
| Dst Systems, Inc. | Quincy | MA | 08/2016 | 11/2017 |
| Honor Townsend And Kent | Quincy | MA | 03/2018 | 08/2019 |
| Massmutual Life Insurance Co | Boston | MA | 08/2019 | 12/2020 |
| Mml Investors Services, Llc | Boston | MA | 08/2019 | 12/2020 |
| John Hancock | Boston | MA | 01/2021 | 10/2025 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 01/2021 | 06/2024 |
| Manulife John Hancock Brokerage Services | Boston | MA | 06/2024 | 10/2025 |
| Voya Financial Advisors | Boston | MA | 11/2025 | 04/2026 |
| Osaic Wealth | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-19 |
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