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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-17 |
| MA | RA | APPROVED | 2020-03-04 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Boston | MA | 06/2006 | Present |
| John Hancock | North Port | FL | 06/2006 | Present |
| Manulife Asset Management (Us) Llc | Boston | MA | 12/2012 | 01/2020 |
| John Hancock Personal Financial Services Llc | Boston | MA | 01/2020 | Present |
a. OBA Name: Florida Realty Investments b. Investment-related: No c. OBA Address: 21269 Holmes Cir, Venice, FL 34293 d. OBA Nature: Real Estate e. Position, Title, or Relationship with the OBA: Sales Agent f. OBA Start Date: 06/01/2025 g. Approximate number of hours/month devoted to the OBA: 1 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Purchase and sells personal real estate holdings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-27 |
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