DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
SOUTHLAKE, TX | BOSTON, MA
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 | Jan 24, 2020 | n/a | yes | BOSTON, MA|SOUTHLAKE, TX | Current employment |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | Asset manager | Dec 12, 2012 | Apr 13, 2020 | no | SOUTHLAKE, TX|BOSTON, MA | Previous registration |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Asset manager | Dec 22, 2008 | Dec 31, 2010 | no | SOUTHLAKE, TX|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | Apr 13, 2020 | Jan 24, 2020 | -80 | Firm change after gap | Other |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | MANULIFE INVESTMENT MANAGEMENT (US) LLC | Dec 31, 2010 | Dec 12, 2012 | 712 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106435:174433:MA:2020-04-13 | Apr 13, 2020 | Jan 24, 2020 | BOSTON, MA | Firm change after gap |