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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-08 |
Branch Locations
200 Berkeley St., Boston, MA 02116-5022 • United States
Marblehead, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Signature Services | Boston | MA | 09/2002 | Present |
| John Hanock Funds, Llc | Boston | MA | 11/2005 | Present |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | Present |
OBA Name: JEFF SCOGLAND MEMORIAL FUND, INC. Investment-related? No OBA Address: 21 Rose Avenue, Marblehead, MA 01945 OBA Nature: fundraising Position, Title, or Relationship with the OBA: Officer / Director OBA Start Date: 07/28/2023 Approximate number of hours/month devoted to the OBA: 5 Number of hours devoted to the OBA during securities trading hours: 0 Brief description duties related to the OBA: Help spread awareness of the Memorial Fund, plan occasional events, solicit donations and choose who will be recipient of the funds raised for scholarships and grants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-23 |
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