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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-27 |
Branch Locations
197 Clarendon Street, Boston, MA 02116 • 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 | 06/2024 | Present |
| John Hancock | Boston | MA | 06/2024 | Present |
| Boston College | Chestnut Hill | MA | 08/2018 | 05/2022 |
| Boston College | Chestnut Hill | MA | 08/2022 | 05/2024 |
| Gymnastics And Cheerleading Academy Of Connecticut | Fairfield | CT | 10/2016 | 08/2019 |
| Urbn, Inc. | Chestnut Hill | MA | 08/2022 | Present |
| Boston College | Chestnut Hill | MA | 08/2023 | 12/2023 |
| John Hancock Investment Management | Boston | MA | 05/2023 | 08/2023 |
| Staples High School | Westport | CT | 06/2014 | 06/2018 |
a. OBA Name: URBN, Inc. - Free People b. Investment-related? No c. OBA Address: 200 Boylston St, Chestnut Hill, MA 02467 d. OBA Nature: Retail e. Position, Title, or Relationship with the OBA: Retail Associate f. OBA Start Date: 08/2022 g. Approximate number of hours/month devoted to the OBA: 4 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Retail sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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