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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-05 |
Branch Locations
500 Office Center Drive, Suite 103, Fort Washington, PA 19034 • United States
Villanova, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds | Boston | MA | 05/2006 | 09/2017 |
| John Hancock Advisers, Llc | Boston | MA | 10/2007 | 09/2017 |
| Mfc Global Investment Management | Boston | MA | 10/2007 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Fort Washington | PA | 03/2018 | 07/2022 |
| Unemployed | Villanova | PA | 09/2017 | 03/2018 |
| Xml Financial, Llc | Fort Washington | PA | 07/2022 | Present |
| Xml Securities, Llc | Fort Washington | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-24 |
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