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200 Berkeley Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
200 Berkeley Street, Boston, MA 02116 • United States
1050 Crown Pointe Pkwy Suite 1100, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 06/2026 | Present |
| Manulife John Hancock Brokerage Services Llc | Boston | MA | 06/2026 | Present |
| John Hancock Personal Financial Services Llc | Boston | MA | 06/2026 | Present |
| National Life Group | Sandy Springs | GA | 02/2025 | Present |
| Equity Services Inc | Montpelier | VT | 09/2025 | 05/2026 |
| Peachtree Planning | Atlanta | GA | 06/2025 | 07/2025 |
| Mdf Melamine Cutting & Thermofoil Services | Smyrna | GA | 05/2024 | 07/2024 |
| Bath & Body Works | Milledgeville | GA | 09/2023 | 03/2024 |
| Modena Ristorante Vinoteca | Marietta | GA | 05/2021 | 07/2021 |
| Kennesaw Mountain High School | Kennesaw | GA | 08/2015 | 05/2021 |
| Georgia College & State University | Milledgeville | GA | 08/2021 | 08/2023 |
| University Of Georgia | Athens | GA | 07/2024 | 06/2025 |
1. OBA Name: JHRPS Education Retirement Consultant 2. Is the OBA investment-related: No 3. OBA Address: 200 Berkeley Street, Boston, MA 02116 4. Nature of the OBA: Retirement Plan Services Education 5. Your Position, Title, or Relationship with the OBA: Retirement Consultant 6. Your Start Date with the OBA: June 8, 2026 7. Approximate number of hours per month you devote to the OBA: 75 8. Number of hours you devote to the OBA during securities trading hours: 3 9. Brief description your duties related to the OBA: The representative, acting on behalf of our affiliate, John Hancock Retirement Plan Services, LLC (“JHRPS”), provides educational information to participants in qualified retirement plans administered by JHRPS who are eligible to take a distribution from their plan (due to termination, retirement or other events). This education covers options available to the participant under the terms of their plan, including keeping the assets in the plan, rolling their assets to a new employer’s plan (if applicable), taking a cash distribution, or rolling their asset to an IRA. 10. How are you compensated: Salary and bonus
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
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