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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-06-12 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Quincy | MA | 08/1988 | Present |
| John Hancock Mutual Life Ins Co | Boston | MA | 08/1992 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
INSURANCE POSITION: Insurance Agent/Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1988 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Life insurance marketing to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-16 |
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