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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
Medway, 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 Investment Management Distributors Llc | Boston | MA | 02/2013 | Present |
| John Hancock Investment Management Llc | Boston | MA | 11/2018 | Present |
1.) a.OBA Name: Holliston High School b.Investment-related? No c.OBA Address: 370 Hollis St., Holliston, MA 01746 d.OBA Nature: Coaching e.Position, Title, or Relationship with the OBA: Swim & Dive Coach f.OBA Start Date: 12/01/2025 g.Approximate number of hours/months devoted to the OBA: 21 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Co-Head coach for boys & girls swim & dive teams. 2.) a.OBA Name: Massachusetts Track & Field Officials Association b.Investment-related? No c.OBA Address: 78 Duff St., Watertown, MA, 02053 d.OBA Nature: Official/Referee - at a High School & College Track & Field e.Position, Title, or Relationship with the OBA: Contractor f.OBA Start Date: 11/14/2025 g.Approximate number of hours/months devoted to the OBA: 12 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Officiate track and field events, ensure the events are moving along, time & measurements are correctly reported, enforce rules, and report results of events. Per meet, most meets are $140 fee, larger meets are paid more.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-15 |
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