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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
  • MA RA
    APPROVED
    Since 2026-05-11

Branch Locations

175 Federal Street Suite 1050, Boston, MA 02110 • United States

Quincy, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2017 → 08/2019
    Penn Mutual Life Insurance Company / Concord Wealth Management
    Braintree, MA
  • 08/2016 → 11/2017
    Dst Systems, Inc.
    Quincy, MA
  • 03/2018 → 08/2019
    Honor Townsend And Kent
    Quincy, MA
  • 08/2019 → 12/2020
    Massmutual Life Insurance Co
    Boston, MA
  • 08/2019 → 12/2020
    Mml Investors Services, Llc
    Boston, MA
  • 01/2021 → 10/2025
    John Hancock
    Boston, MA
  • 01/2021 → 06/2024
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 06/2024 → 10/2025
    Manulife John Hancock Brokerage Services
    Boston, MA
  • 11/2025 → 04/2026
    Voya Financial Advisors
    Boston, MA
  • 04/2026 → Present
    Osaic Wealth
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-04
S63 Uniform Securities Agent State Law Examination 2019-08-19
  • S65 Uniform Investment Adviser Law Examination
    2021-03-04
  • S63 Uniform Securities Agent State Law Examination
    2019-08-19

View on SEC IAPD

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