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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 2026-05-12
GA RA APPROVED 2026-05-05
  • MA RA
    APPROVED
    Since 2026-05-12
  • GA RA
    APPROVED
    Since 2026-05-05

Branch Locations

Atlanta, GA • United States

200 Berkeley Street, Boston, MA 02116 • 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
Missionsquare Retirement Washington DC 02/2024 11/2025
Missionsquare Investment Services Washington DC 02/2024 11/2025
Bishop Fenwick High School Franklin OH 08/2023 02/2024
Fortegic Mason OH 05/2023 02/2024
Lebanon City Schools Lebanon OH 01/2023 04/2023
Miami University Oxford OH 08/2019 12/2022
Great Oaks Career Campuses Sharonville OH 06/2022 08/2022
Home City Ice Dayton OH 05/2021 08/2021
Skippers Pub Oxford OH 01/2021 05/2021
Sperry Monroe OH 04/2019 01/2021
Bishop Fenwick High School Franklin OH 08/2019 11/2023
Lebanon City Schools Lebanon OH 11/2019 02/2024
Bishop Fenwick High School Franklin OH 08/2015 05/2019
Amazon West Chester OH 04/2020 07/2020
John Hancock Boston MA 11/2025 Present
John Hancock Distributors Llc Boston MA 12/2025 Present
  • 02/2024 → 11/2025
    Washington, DC
  • 02/2024 → 11/2025
    Missionsquare Investment Services
    Washington, DC
  • 08/2023 → 02/2024
    Bishop Fenwick High School
    Franklin, OH
  • 05/2023 → 02/2024
    Fortegic
    Mason, OH
  • 01/2023 → 04/2023
    Lebanon City Schools
    Lebanon, OH
  • 08/2019 → 12/2022
    Miami University
    Oxford, OH
  • 06/2022 → 08/2022
    Great Oaks Career Campuses
    Sharonville, OH
  • 05/2021 → 08/2021
    Home City Ice
    Dayton, OH
  • 01/2021 → 05/2021
    Skippers Pub
    Oxford, OH
  • 04/2019 → 01/2021
    Sperry
    Monroe, OH
  • 08/2019 → 11/2023
    Bishop Fenwick High School
    Franklin, OH
  • 11/2019 → 02/2024
    Lebanon City Schools
    Lebanon, OH
  • 08/2015 → 05/2019
    Bishop Fenwick High School
    Franklin, OH
  • 04/2020 → 07/2020
    Amazon
    West Chester, OH
  • 11/2025 → Present
    John Hancock
    Boston, MA
  • 12/2025 → Present
    John Hancock Distributors Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-16
S65 Uniform Investment Adviser Law Examination 2024-03-28
  • S63 Uniform Securities Agent State Law Examination
    2025-10-16
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28

View on SEC IAPD

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