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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Boston | MA | 11/2016 | 05/2018 |
| John Hancock Personal Financial Services, Llc | Boston | MA | 04/2018 | Present |
| John Hancock Funds, Llc | Boston | MA | 05/2018 | 03/2021 |
| John Hancock | Boston | MA | 03/2021 | Present |
| John Hancock Distributors Llc | Boston | MA | 03/2021 | Present |
1.) a.OBA Name: Lowcountry Golf Company b.Investment-related? No c.OBA Address: 181 Winding Rock Road, Goose Creek, SC, 29445 d.OBA Nature: Online direct to consumer golf brand e.Position, Title, or Relationship with the OBA: Owner f.OBA Start Date: 12/01/2023 g.Approximate number of hours/month devoted to the OBA: 10 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Product design, marketing, strategic planning, content creation 2.) a.OBA Name: Doordash b.Investment-related? No c.OBA Address: 303 2nd Street, South Tower, Suite 800, San Francisco, CA 94107 d.OBA Nature: food delivery e.Position, Title, or Relationship with the OBA: Employee f.OBA Start Date: 02/05/2024 g.Approximate number of hours/month devoted to the OBA: 50 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Delivering food. 3.) a.OBA Name: First Tee Coffee Company b.Investment-related? No c.OBA Address: 181 Winding Rock Road, Goose Creek, SC, 29445 d.OBA Nature: Golf-Lifestyle Coffee Brand / E Commerce e.Position, Title, or Relationship with the OBA: Owner f.OBA Start Date: 05/15/2024 g.Approximate number of hours/month devoted to the OBA: 20 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Create social media content for the business, email golf courses to try to sell product into their pro shops, and make sure coffee orders are being properly fulfilled by 3rd party co-packer. This is a golf-lifesyle coffee ecom business; clientele is golfers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-04 |
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