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One Financial Center, Boston, MA 02111-2621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 03/2015 | 04/2019 |
| John Hancock Funds | Boston | MA | 03/2015 | 04/2019 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 04/2019 |
| Iss Market Intelligence | Boston | MA | 05/2019 | 03/2021 |
| Loomis Sayles | Boston | MA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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