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Daniel William Carlson

John Hancock Personal Financial Services, LLC

Boston, MA

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Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-15
  • MA RA
    APPROVED
    Since 2019-08-15

Branch Locations

200 Berkeley Street, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Boston MA 08/2016 11/2018
John Hancock Distributors Llc Boston MA 10/2018 Present
  • 08/2016 → 11/2018
    Sii
    Boston, MA
  • 10/2018 → Present
    John Hancock Distributors Llc
    Boston, MA
Previous Registrations
  • 2016-09-09 → 2018-11-02
    Signator Investors, Inc.
    Boston, MA
  • 2011-06-30 → 2015-08-13
    Legend Advisory, Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-18
  • S66 Uniform Combined State Law Examination
    2011-04-18
Other Names
  • Dan Carlson

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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