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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echelon Partners Usa Inc. | Ottawa | 09/2023 | 10/2024 | |
| Echelon Wealth Partners Inc. | Ottawa | 06/2016 | 10/2024 | |
| Chevron Wealth Preservation | Ottawa | 06/2016 | 10/2024 | |
| John Hancock Personal Financial Services Llc | Boston | MA | 10/2024 | Present |
| Manulife Wealth Inc | Ottawa | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
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