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Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
GA RA APPROVED 2026-04-30
  • MA RA
    APPROVED
    Since 2026-05-11
  • GA RA
    APPROVED
    Since 2026-04-30

Branch Locations

1050 Crown Pointe Pkwy Suite 1100, Atlanta, GA 30338 • United States

Duluth, GA • 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
Tommy Hilfiger Lawrenceville GA 06/2014 12/2016
Cygnus Capital Real Estate Advisors Buckhead GA 01/2017 06/2017
Steignet, Llc Atlanta GA 06/2017 08/2017
Mutual Of Omaha Investor Services Duluth GA 07/2018 10/2018
Mutual Of Omaha Insurance Company Duluth GA 07/2018 10/2018
Pfs Investments Inc. Lawrenceville GA 08/2020 05/2023
Primerica Financial Services Lawrenceville GA 07/2020 05/2023
Unemployed Duluth GA 05/2020 07/2020
Atlanta Best Used Cars Peachtree Corners GA 03/2020 05/2020
Carl Black Of Kennesaw Kennesaw GA 12/2019 03/2020
Books By The Pound Lawrenceville GA 06/2019 12/2019
Mass Mutual / Forum Wealth Strategies Peachtree Corners GA 03/2019 06/2019
Books By The Pound Lawrenceville GA 10/2018 03/2019
Unemployed Duluth GA 12/2017 07/2018
Emory University Atlanta GA 01/2015 12/2017
Nolan Transportation Group Atlanta GA 07/2021 02/2023
Morgan Stanley Alpharetta GA 05/2023 03/2025
Georgia Financial Advisors Atlanta GA 01/2026 02/2026
First Command Brokerage Services Inc. Fort Worth TX 02/2026 03/2026
John Hancock Boston MA 04/2026 Present
Manulife John Hancock Brokerage Services Llc Boston MA 04/2026 Present
Dynamic Marketing Concepts Atlanta GA 09/2025 11/2025
Unemployed Duluth GA 11/2025 01/2026
Unemployed Duluth GA 03/2025 06/2025
Shubh Investment Partners Duluth GA 06/2025 06/2025
Unemployed Duluth GA 06/2025 09/2025
  • 06/2014 → 12/2016
    Tommy Hilfiger
    Lawrenceville, GA
  • 01/2017 → 06/2017
    Cygnus Capital Real Estate Advisors
    Buckhead, GA
  • 06/2017 → 08/2017
    Steignet, Llc
    Atlanta, GA
  • 07/2018 → 10/2018
    Mutual Of Omaha Investor Services
    Duluth, GA
  • 07/2018 → 10/2018
    Mutual Of Omaha Insurance Company
    Duluth, GA
  • 08/2020 → 05/2023
    Lawrenceville, GA
  • 07/2020 → 05/2023
    Primerica Financial Services
    Lawrenceville, GA
  • 05/2020 → 07/2020
    Unemployed
    Duluth, GA
  • 03/2020 → 05/2020
    Atlanta Best Used Cars
    Peachtree Corners, GA
  • 12/2019 → 03/2020
    Carl Black Of Kennesaw
    Kennesaw, GA
  • 06/2019 → 12/2019
    Books By The Pound
    Lawrenceville, GA
  • 03/2019 → 06/2019
    Mass Mutual / Forum Wealth Strategies
    Peachtree Corners, GA
  • 10/2018 → 03/2019
    Books By The Pound
    Lawrenceville, GA
  • 12/2017 → 07/2018
    Unemployed
    Duluth, GA
  • 01/2015 → 12/2017
    Emory University
    Atlanta, GA
  • 07/2021 → 02/2023
    Nolan Transportation Group
    Atlanta, GA
  • 05/2023 → 03/2025
    Alpharetta, GA
  • 01/2026 → 02/2026
    Georgia Financial Advisors
    Atlanta, GA
  • 02/2026 → 03/2026
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 04/2026 → Present
    John Hancock
    Boston, MA
  • 04/2026 → Present
    Manulife John Hancock Brokerage Services Llc
    Boston, MA
  • 09/2025 → 11/2025
    Dynamic Marketing Concepts
    Atlanta, GA
  • 11/2025 → 01/2026
    Unemployed
    Duluth, GA
  • 03/2025 → 06/2025
    Unemployed
    Duluth, GA
  • 06/2025 → 06/2025
    Shubh Investment Partners
    Duluth, GA
  • 06/2025 → 09/2025
    Unemployed
    Duluth, GA
Previous Registrations
Other Businesses

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: April 29, 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-17
S63 Uniform Securities Agent State Law Examination 2020-10-31
S65 Uniform Investment Adviser Law Examination 2018-06-29
  • S66 Uniform Combined State Law Examination
    2023-08-17
  • S63 Uniform Securities Agent State Law Examination
    2020-10-31
  • S65 Uniform Investment Adviser Law Examination
    2018-06-29

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