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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-07 |
| AZ | RA | APPROVED | 2023-10-31 |
Branch Locations
Scottsdale, AZ • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
1230 West Washington Street Suite 208, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 07/2023 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 07/2023 | Present |
| Student | Scottsdale | AZ | 08/2012 | 05/2023 |
a. OBA Name: Beacon Payments b. Investment-related?: No c. OBA Address: 3 Edgewater Drive #3, Norwood, MA, 02062 d. OBA Nature: Beacon Payments operates as a registered ISO (Independent Sales Organization) that provides businesses across all 50 states with credit card processing, payment terminals, check processing, gift cards, and merchant cash advances. The company works through a large network of independent sales agents and offers transparent interchange plus pricing along with aggressive commission structures for its agents. e. Position, Title, or Relationship with the OBA: ISO Agent f. OBA Start Date: 3/14/2026 g. Approximate number of hours/month devoted to the OBA: 20 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: ISO Agent selling credit card processing machines to local businesses. Commission based.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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