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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
200 Berkeley St., Boston, MA 02116-5022 • United States
197 Clarendon St, Boston, MA 02116 • United States
South Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Investment Management Distributors Llc | Boston | MA | 09/2025 | Present |
| John Hancock | Boston | MA | 09/2025 | Present |
| Key Financial | West Chester | PA | 07/2024 | 01/2025 |
| Hershey Mills Golf Course | West Chester | PA | 03/2023 | 06/2024 |
| Unemployed | West Chester | PA | 05/2025 | 09/2025 |
| Ursinus College | Collegeville | PA | 08/2021 | 05/2025 |
| Unemployed | West Chester | PA | 09/2015 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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