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Perry Stuart Wilkes

John Hancock Personal Financial Services, LLC

Boston, MA

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Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-12-06
MA RA APPROVED 2017-09-20
  • GA RA
    APPROVED
    Since 2017-12-06
  • MA RA
    APPROVED
    Since 2017-09-20

Branch Locations

200 Berkeley Street, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Boston MA 12/2015 Present
John Hancock Distributors Llc Boston MA 01/2016 Present
  • 12/2015 → Present
    John Hancock
    Boston, MA
  • 01/2016 → Present
    John Hancock Distributors Llc
    Boston, MA
Previous Registrations
  • 2010-08-13 → 2015-11-25
    Shepherd Kaplan Llc
    Boston, MA
  • 2008-07-24 → 2010-07-02
    Onefiduciary Group, Llc
    Kennesaw, GA
  • 2005-04-08 → 2008-05-20
    Securian Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-04-23
S65 Uniform Investment Adviser Law Examination 2009-06-22
S66 Uniform Combined State Law Examination 2004-12-23
  • S63 Uniform Securities Agent State Law Examination
    2016-04-23
  • S65 Uniform Investment Adviser Law Examination
    2009-06-22
  • S66 Uniform Combined State Law Examination
    2004-12-23
Other Names
  • Perry Stuart Wilkes

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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