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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-02 |
| MI | RA | APPROVED | 2019-09-30 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
Sanford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Madison | WI | 01/2014 | 12/2018 |
| Cuna Brokerage Services Inc. | Waverly | IA | 01/2014 | 12/2018 |
| John Hancock | Boston | MA | 12/2018 | Present |
| John Hancock Distributors, Llc | Boston | MA | 01/2019 | Present |
a.OBA Name: Meridian Public Schools b.Investment-related? No c.OBA Address: 3303 N Meridian Rd., Stanford, MI 48657 d.OBA Nature: Coaching e.Position, Title, or Relationship with the OBA: Part-time football coach f.OBA Start Date: 08/01/2023 g.Approximate number of hours/month devoted to the OBA: 30 h.Number of hours devoted to the OBA during securities trading hours: 12 i.Brief description duties related to the OBA: Coach kids about football.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-11 |
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