Monica Catherine Kimball

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-01-10

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

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

Organization	City	State	From	To
John Hancock	Boston	MA	06/2015	Present
John Hancock Funds Llc	Boston	MA	06/2015	Present
John Hancock Advisers, Llc	Boston	MA	11/2018	Present
Osaic Wealth, Inc.	Jersey City	NJ	01/2024	Present

2018-11-08 → 2023-12-04

John Hancock Investment Management Llc

Boston, MA

Boston, MA
2016-02-29 → 2018-11-08

Manulife Investment Management (Us) Llc

Boston, MA
2013-09-09 → 2015-06-12

Amundi Pioneer Institutional Asset Management, Inc.

Boston, MA
2008-08-29 → 2013-08-12

Eaton Vance Management

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-10-25
S63	Uniform Securities Agent State Law Examination	2006-05-17