DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
Ottawa, ON | 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 | Oct 29, 2024 | n/a | yes | Ottawa, ON|BOSTON, MA | Current employment |
| VENTUM ADVISORS CORP. | Independent wealth | Dec 12, 2023 | Oct 16, 2024 | no | Ottawa | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VENTUM ADVISORS CORP. | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | Oct 16, 2024 | Oct 29, 2024 | 13 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299365:174433:--:2024-10-16 | Oct 16, 2024 | Oct 29, 2024 | Ottawa | Firm change |