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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| GA | RA | APPROVED | 2026-05-05 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Missionsquare Retirement | Washington | DC | 02/2024 | 11/2025 |
| Missionsquare Investment Services | Washington | DC | 02/2024 | 11/2025 |
| Bishop Fenwick High School | Franklin | OH | 08/2023 | 02/2024 |
| Fortegic | Mason | OH | 05/2023 | 02/2024 |
| Lebanon City Schools | Lebanon | OH | 01/2023 | 04/2023 |
| Miami University | Oxford | OH | 08/2019 | 12/2022 |
| Great Oaks Career Campuses | Sharonville | OH | 06/2022 | 08/2022 |
| Home City Ice | Dayton | OH | 05/2021 | 08/2021 |
| Skippers Pub | Oxford | OH | 01/2021 | 05/2021 |
| Sperry | Monroe | OH | 04/2019 | 01/2021 |
| Bishop Fenwick High School | Franklin | OH | 08/2019 | 11/2023 |
| Lebanon City Schools | Lebanon | OH | 11/2019 | 02/2024 |
| Bishop Fenwick High School | Franklin | OH | 08/2015 | 05/2019 |
| Amazon | West Chester | OH | 04/2020 | 07/2020 |
| John Hancock | Boston | MA | 11/2025 | Present |
| John Hancock Distributors Llc | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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