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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
Norwell, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds | Boston | MA | 04/2003 | Present |
| John Hancock Advisors, Llc | Boston | MA | 04/2003 | Present |
| Soverieign Asset Management Corporation | Boston | MA | 04/2003 | Present |
| John Hancock Distributors Llc | Boston | MA | 01/2011 | Present |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | Present |
1 - OBA Name: Norwell Youth Lacrosse Investment-related? No OBA Address: PO Box 379, Norwell, MA 02061 OBA Nature: Youth lacrosse coach Position, Title, or Relationship with the OBA: Volunteer coach OBA Start Date: 3/1/2022 Approximate number of hours/month devoted to the OBA: 10 Number of hours devoted to the OBA during securities trading hours: 0 Brief description duties related to the OBA: Assistant coach for boys lacrosse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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