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Current Employers
John Hancock Investment Management Llc

200 Berkeley St., Boston, MA 02116-5022 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
AZ RA APPROVED 2026-07-28
  • MA RA
    APPROVED
    Since 2026-07-30
  • AZ RA
    APPROVED
    Since 2026-07-28

Branch Locations

Tempe, AZ • United States

200 Berkeley St., Boston, MA 02116-5022 • 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 05/2026 Present
John Hancock Investment Management Distributors Llc Boston MA 05/2026 Present
Legacy Golf Resort Phoenix AZ 02/2024 05/2026
Alixandra Blue Boutique Phoenix AZ 08/2023 02/2024
Arizona State University Tempe AZ 08/2022 12/2025
Mod Pizza Naperville IL 10/2021 02/2022
Jewel Osco Naperville IL 04/2021 09/2021
Potbelly Plainfield IL 06/2020 02/2021
Student Plainfield IL 05/2016 05/2022
Jackson National Life Distributors Nashville TN 05/2025 08/2025
Raymond James Nextgen Advisors Scottsdale AZ 05/2024 07/2024
John Hancock Investment Management Llc Boston MA 07/2026 Present
  • 05/2026 → Present
    John Hancock
    Boston, MA
  • 05/2026 → Present
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 02/2024 → 05/2026
    Legacy Golf Resort
    Phoenix, AZ
  • 08/2023 → 02/2024
    Alixandra Blue Boutique
    Phoenix, AZ
  • 08/2022 → 12/2025
    Arizona State University
    Tempe, AZ
  • 10/2021 → 02/2022
    Mod Pizza
    Naperville, IL
  • 04/2021 → 09/2021
    Jewel Osco
    Naperville, IL
  • 06/2020 → 02/2021
    Potbelly
    Plainfield, IL
  • 05/2016 → 05/2022
    Student
    Plainfield, IL
  • 05/2025 → 08/2025
    Jackson National Life Distributors
    Nashville, TN
  • 05/2024 → 07/2024
    Raymond James Nextgen Advisors
    Scottsdale, AZ
  • 07/2026 → Present
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-14
  • S66 Uniform Combined State Law Examination
    2026-07-14
Other Names
  • Katie Marshall
  • Katelyn Elizabeth Marshall

View on SEC IAPD

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