Best Investors Account Sign in

Heather Lynn Meyers

John Hancock Personal Financial Services, LLC

Atlantic Beach, FL

Boston, MA

Claim This Profile
Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-10
MA RA APPROVED 2020-02-20
  • FL RA
    APPROVED
    Since 2020-03-10
  • MA RA
    APPROVED
    Since 2020-02-20

Branch Locations

Atlantic Beach, FL • United States

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
L.M. Kohn & Company Cincinnati OH 01/2003 12/2016
Retirement Plan Services Company Atlanta GA 06/2000 12/2016
L.M. Kohn & Company Cincinnati OH 12/2018 01/2020
Unemployed Jacksonville FL 01/2017 02/2017
Business Planning Concepts, Inc. Jacksonville FL 02/2017 05/2019
John Hancock Boston MA 01/2020 Present
John Hancock Distributors Llc Boston MA 01/2020 Present
  • 01/2003 → 12/2016
    L.M. Kohn & Company
    Cincinnati, OH
  • 06/2000 → 12/2016
    Retirement Plan Services Company
    Atlanta, GA
  • 12/2018 → 01/2020
    L.M. Kohn & Company
    Cincinnati, OH
  • 01/2017 → 02/2017
    Unemployed
    Jacksonville, FL
  • 02/2017 → 05/2019
    Business Planning Concepts, Inc.
    Jacksonville, FL
  • 01/2020 → Present
    John Hancock
    Boston, MA
  • 01/2020 → Present
    John Hancock Distributors Llc
    Boston, MA
Previous Registrations
  • 2019-01-22 → 2020-01-21
    L.M. Kohn & Company
    Jacksonville, FL
    Cincinnati, OH
    Cincinnati, OH
    Jacksonville, FL
  • 2005-01-31 → 2016-12-31
    L.M. Kohn & Company
    Atlanta, GA
    Cincinnati, OH
    Cincinnati, OH
    Atlanta, GA
  • 2005-11-29 → 2007-04-17
    Retirement Plan Services Company
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-04
S63 Uniform Securities Agent State Law Examination 2003-08-11
  • S65 Uniform Investment Adviser Law Examination
    2004-11-04
  • S63 Uniform Securities Agent State Law Examination
    2003-08-11
Other Names
  • Heather Lynn Pavkov

View on SEC IAPD

More in Atlantic Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor