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Advisor at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
BOSTON, MA | Houston, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | Bd affiliated wealth | Aug 23, 2024 | n/a | yes | BOSTON, MA|Houston, TX | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 21, 2024 | Jul 29, 2024 | no | HOUSTON, TX | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 27, 2019 | Oct 9, 2023 | no | HOUSTON, TX | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Nov 21, 2018 | Aug 19, 2019 | no | richmond, TX|GREENWOOD VILLAGE, CO | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 6, 2011 | Feb 27, 2014 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | Jul 29, 2024 | Aug 23, 2024 | 25 | Firm change | Ibd to ibd |
| EMPOWER ADVISORY GROUP, LLC | VALIC FINANCIAL ADVISORS, INC. | Aug 19, 2019 | Aug 27, 2019 | 8 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | EMPOWER ADVISORY GROUP, LLC | Feb 27, 2014 | Nov 21, 2018 | 1,728 | Firm change after gap | Other |