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Account
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8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds Llc | Boston | MA | 04/2014 | 01/2020 |
| John Hancock Funds Llc | Boston | MA | 04/2014 | 01/2020 |
| John Hancock | Boston | MA | 04/2014 | 01/2020 |
| John Hancock Distributors Llc | Boston | MA | 02/2019 | 01/2020 |
| Putnam Inv./Putnam Retail Management | Boston | MA | 01/2020 | 01/2024 |
| Vest Securities, Llc | Mclean | VA | 01/2025 | Present |
| Vest Financial, Llc | Mclean | VA | 12/2024 | Present |
| Unemployed | Wenham | MA | 01/2024 | 12/2024 |
1) VEST FINANCIAL, LLC - HEAD OF RETIREMENT & SUB-ADVISORY; MCLEAN, VA BASED AFFILIATED ENTITY PROVIDING ASSET MANAGEMENT SERVICES; ROLE IS TO MNAGE VEST'S RETIREMENT AND SUB-ADVISORY BUSINESS; DEVOTES APPROXIMATELY 210 HOURS/MONTH, OF WHICH APPROXIMATELY 120 HOURS/MONTH ARE DURING NORMAL TRADING HOURS; INVESTMENT-RELATED BUSINESS; STARTED 12/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-13 |
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