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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
9 Howe Ln, Northborough, MA 01532 • United States
197 Clarendon St, Boston, MA 02116 • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 02/2026 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 02/2026 | Present |
| Bartholomew & Company | Worcester | MA | 05/2024 | 08/2024 |
| Chipotle | Marlborough | MA | 05/2023 | 08/2023 |
| Milton Cat | Milford | MA | 04/2022 | 07/2022 |
| Oxford Global Resources | Beverly | MA | 05/2025 | 08/2025 |
| Clemson University | Clemson | SC | 06/2021 | 01/2022 |
| Clemson University | Clemson | SC | 08/2022 | 04/2023 |
| Clemson University | Clemson | SC | 08/2023 | 04/2024 |
| Clemson University | Clemson | SC | 08/2024 | 05/2025 |
| Clemson University | Clemson | SC | 08/2025 | 12/2025 |
| Algonquin Regional High School | Northborough | MA | 09/2018 | 05/2021 |
| Melican Middle School | Northborough | MA | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
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