DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from John Hancock Personal Financial Services, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Shuxin WuJohn Hancock Personal Financial Services, LLC BD affiliatedSantander Securities BD affiliatedAffiliated broker-dealer or bank to anotherMay 19, 2026Jun 22, 2026 (34 d)
Gregory BroganJohn Hancock Personal Financial Services, LLC BD affiliatedSantander Securities BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2026Mar 16, 2026
Lawrence Leslie RiddellJohn Hancock Personal Financial Services, LLC BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 28, 2026Jan 22, 2026
Nicholas Dimitri LailasJohn Hancock Personal Financial Services, LLC BD affiliatedOrca Investment Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2025May 1, 2026 (129 d)
John Andres AgudeloJohn Hancock Personal Financial Services, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2025Apr 16, 2026 (115 d)
Tess L CoutuJohn Hancock Personal Financial Services, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 10, 2025Nov 10, 2025
Kole Christopher KellyJohn Hancock Personal Financial Services, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 7, 2025Nov 17, 2025
Benjamin Roy WarrenJohn Hancock Personal Financial Services, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 11, 2025
Timothy Ian McnallyJohn Hancock Personal Financial Services, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 23, 2025
Christopher James McmorrowJohn Hancock Personal Financial Services, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 6, 2025Oct 21, 2025
Wesley Garrett CollardJohn Hancock Personal Financial Services, LLC BD affiliatedCerity Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2025Sep 16, 2025
Andrew W KenneyJohn Hancock Personal Financial Services, LLC BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherJul 29, 2025Jul 28, 2025
Jack P PrudenteJohn Hancock Personal Financial Services, LLC BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherMay 20, 2025Jun 4, 2025
Alberto MunozJohn Hancock Personal Financial Services, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseFeb 3, 2025Feb 3, 2025
Ellen Margaret DarlingJohn Hancock Personal Financial Services, LLC BD affiliatedMma Securities LLC no RAUMOtherJan 6, 2025Feb 3, 2025
Connor Freeman SpiroJohn Hancock Personal Financial Services, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2024Jan 13, 2025 (73 d)
Charles Joseph ReicheltJohn Hancock Personal Financial Services, LLC BD affiliatedFounders Financial Securities, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2024Feb 3, 2025 (147 d)
Lucas P PavlatosJohn Hancock Personal Financial Services, LLC BD affiliatedWincap Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2024Jun 10, 2024
Julia LaginessJohn Hancock Personal Financial Services, LLC BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 22, 2024Mar 19, 2025 (301 d)
Alfredo Augusto MonteiroJohn Hancock Personal Financial Services, LLC BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 19, 2024Feb 14, 2024
Justin WoolfJohn Hancock Personal Financial Services, LLC BD affiliatedUsi Securities, Inc. no RAUMOtherJan 10, 2024Feb 15, 2024 (36 d)
Rourke MagwoodJohn Hancock Personal Financial Services, LLC BD affiliatedNatixis Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 3, 2024Jan 18, 2024
Zachary John CiampaJohn Hancock Personal Financial Services, LLC BD affiliatedWincap Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2023Dec 6, 2023
James Giovanni NovelloJohn Hancock Personal Financial Services, LLC BD affiliatedOppenheimer & Co. Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2023Jul 3, 2024 (232 d)
Sean MccannJohn Hancock Personal Financial Services, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 21, 2023Sep 25, 2023 (66 d)
Yarziah Raymond ReevesJohn Hancock Personal Financial Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJun 2, 2023Jun 8, 2023
Christopher KwiatekJohn Hancock Personal Financial Services, LLC BD affiliatedStancorp Investment Advisers, Inc. otherOtherMay 26, 2023May 8, 2024 (348 d)
Kimberly Decena MalenichJohn Hancock Personal Financial Services, LLC BD affiliatedBlackrock Investment Management, LLC otherOtherJun 29, 2022Aug 11, 2022 (43 d)
James M OgradyJohn Hancock Personal Financial Services, LLC BD affiliatedMma Securities LLC no RAUMOtherJun 23, 2022Sep 27, 2022 (96 d)
Jordan SmithJohn Hancock Personal Financial Services, LLC BD affiliatedLion Street Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 5, 2022Feb 27, 2023 (298 d)
Christopher Anthony EspositoJohn Hancock Personal Financial Services, LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherApr 4, 2022Sep 19, 2024 (899 d)
Timothy DickJohn Hancock Personal Financial Services, LLC BD affiliatedDakota Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2022Jun 1, 2022 (61 d)
Jacob ReillyJohn Hancock Personal Financial Services, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMar 28, 2022May 1, 2022 (34 d)
Douglas Patrick GowerJohn Hancock Personal Financial Services, LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2022Jan 19, 2022
Anthony HenriquezJohn Hancock Personal Financial Services, LLC BD affiliatedNatixis Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2021Aug 10, 2021 (64 d)
Jia H ChenJohn Hancock Personal Financial Services, LLC BD affiliatedTlg Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2021Apr 22, 2022 (319 d)
John Mcquade ColeJohn Hancock Personal Financial Services, LLC BD affiliatedJohn Hancock Investment Management LLC asset managerOtherJan 9, 2021Jan 13, 2021
Brad Langley CroallJohn Hancock Personal Financial Services, LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2021Jan 11, 2022 (371 d)
Daniel David LeJohn Hancock Personal Financial Services, LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2020Aug 6, 2020
Jeffrey Neal BogradJohn Hancock Personal Financial Services, LLC BD affiliatedFourth Quarter Retirement Strategies, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 13, 2020Mar 31, 2020 (78 d)
Misty Lynn LynchJohn Hancock Personal Financial Services, LLC BD affiliatedBeck Bode LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2020Jan 23, 2020
Brittany Marie Russell-PorterJohn Hancock Personal Financial Services, LLC BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2020Jan 15, 2020
Ezekiel WaiselJohn Hancock Personal Financial Services, LLC BD affiliatedShp Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2019Feb 5, 2020 (47 d)
Nathaniel RamsayJohn Hancock Personal Financial Services, LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherSep 19, 2019Aug 2, 2021 (683 d)
Brian NewboldJohn Hancock Personal Financial Services, LLC BD affiliatedEmpower Advisory Group, LLC institutionalOtherJun 19, 2019Aug 27, 2019 (69 d)
Kelsey Lynn SlonieskiJohn Hancock Personal Financial Services, LLC BD affiliatedNatixis Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2019May 31, 2018
Michael D WynneJohn Hancock Personal Financial Services, LLC BD affiliatedJohn Hancock Investment Management LLC asset managerOtherMay 1, 2019Apr 30, 2019
Kevin McatamneyJohn Hancock Personal Financial Services, LLC independent RIAEmpower Advisory Group, LLC institutionalOtherFeb 26, 2019Feb 27, 2019
Kyle CarneyJohn Hancock Personal Financial Services, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseFeb 22, 2019Jan 8, 2019
Steven John RugoJohn Hancock Personal Financial Services, LLC independent RIAEmpower Advisory Group, LLC institutionalOtherSep 7, 2018Dec 20, 2018 (104 d)
Christopher Michael IndrisanoJohn Hancock Personal Financial Services, LLC independent RIABeaumont Financial Partners LLC independent RIARIA to RIAJun 21, 2018Jul 30, 2018 (39 d)
Conor R MacpheeJohn Hancock Personal Financial Services, LLC otherEaton Vance Management mixed wealthOtherJan 29, 2018Feb 12, 2018
Jonathan Robert DavisJohn Hancock Personal Financial Services, LLC otherManulife Investment Management (US) LLC otherOtherDec 1, 2017Dec 15, 2017
Dale Robert PowersJohn Hancock Personal Financial Services, LLC otherAlpha Pension Group, Inc. institutionalOtherNov 17, 2017Jun 4, 2019 (564 d)
Renrick Rhys PesceJohn Hancock Personal Financial Services, LLC otherManulife Investment Management (US) LLC otherOtherJun 30, 2017Sep 11, 2017 (73 d)
Jason Robert FridayJohn Hancock Personal Financial Services, LLC otherSignator Investors, Inc. otherOtherFeb 10, 2017Feb 10, 2017
Jeffrey Matthew ZielinskiJohn Hancock Personal Financial Services, LLC otherNew York Life Investment Management LLC otherOtherAug 1, 2016Jul 28, 2016
Page 1 of 1
57 moves match.