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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-03 |
| MS | RA | APPROVED | 2025-03-28 |
Branch Locations
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital, Inc. | Denver | CO | 09/2014 | 01/2017 |
| Prudential Insurance Company Of America | St. Charles | MO | 01/2017 | 12/2020 |
| Prudential Annuities Distributors Inc. | St. Charles | MO | 01/2017 | 12/2020 |
| Lpl Financial Llc | Cottleville | MO | 02/2021 | 05/2021 |
| First Community Credit Union | Cottleville | MO | 02/2021 | 05/2021 |
| Pimco Investments Llc | Austin | TX | 05/2021 | 08/2023 |
| Pacific Investment Management Company Llc | Austin | TX | 05/2021 | 08/2023 |
| T. Rowe Price Investment Services Inc. | Owings Mills | MD | 08/2023 | 02/2025 |
| John Hancock | Boston | MA | 02/2025 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 02/2025 | Present |
OBA Details: a. OBA Name: Hill's Nursery and Landscaping LLC b. Investment-related: No c. OBA Address: 3826 LA-15 Mangham, LA 71259 d. OBA Nature: Nursery and Landscaping e. Position, Title, or Relationship with the OBA: Owner f. OBA Start Date: 11/01/2022 g. Approximate number of hours/month devoted to the OBA: 8 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Manages high level business decisions for the company in conjunction with his father. His family runs the day-to-day operations. OBA Details: a. OBA Name: Cotton States Ventures LLC b. Investment-related: Yes c. OBA Address: 606 2nd St Gulfport, MS 39501 d. OBA Nature: Holding LLC e. Position, Title, or Relationship with the OBA: Owner f. OBA Start Date: 09/01/2022 g. Approximate number of hours/month devoted to the OBA: 0 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Maintains all the required paperwork, bills, etc. for the holding LLC and make decisions on which properties will be held under the LLC umbrella.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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