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

Arrivals at John Hancock Investment Management 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.

Advisor	From	To	Type	Left	Registered
Christian D Holstein	T. Rowe Price Associates, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Jun 12, 2026	Jun 17, 2026
Matthew M Zorumski	Proshare Advisors LLC asset manager	John Hancock Investment Management LLC asset manager	Other	May 4, 2026	May 28, 2026
Eric Douglas Larsen	Invesco Advisers, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 6, 2026	May 20, 2026 (44 d)
Anthony Michael Iskandar	Mfs Institutional Advisors Inc. other	John Hancock Investment Management LLC asset manager	Other	Nov 25, 2025	Dec 18, 2025
Dylan Delaney	Commonwealth Financial Network national BD	John Hancock Investment Management LLC asset manager	Other	Nov 17, 2025	Mar 4, 2026 (107 d)
Michael Tran	Amundi Asset Management US, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 25, 2025	May 7, 2025
Lloyd Lewen Silk	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	Apr 16, 2025	Apr 25, 2025
Shane Michael Donohue	Amundi Asset Management US, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Mar 3, 2025	Mar 21, 2025
Lance N Hill	T. Rowe Price Associates, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Feb 25, 2025	Mar 28, 2025 (31 d)
Megan Amy Hopps	Hartford Funds asset manager	John Hancock Investment Management LLC asset manager	Other	Jan 8, 2025	Jan 15, 2025
George Dwight Moore	Putnam Investment Management, LLC asset manager	John Hancock Investment Management LLC asset manager	Other	Dec 10, 2024	May 7, 2025 (148 d)
Jeffrey Kinberg	Amundi Asset Management US, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Nov 29, 2024	Jan 2, 2025 (34 d)
Connor Diamond	Columbia Management Investment Advisers, LLC asset manager	John Hancock Investment Management LLC asset manager	Other	Oct 21, 2024	Jan 17, 2025 (88 d)
Lauren Elizabeth Miller	Principal Asset Management other	John Hancock Investment Management LLC asset manager	Other	Oct 9, 2024	Oct 29, 2024
David Liam Parker Emerson	Columbia Management Investment Advisers, LLC asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 17, 2024	Aug 26, 2025 (496 d)
Patrick Mueller	Alliancebernstein L.P. asset manager	John Hancock Investment Management LLC asset manager	Other	Feb 12, 2024	Feb 22, 2024
Michael R Riggs	Park Avenue Securities LLC BD affiliated	John Hancock Investment Management LLC asset manager	Other	May 15, 2023	Jun 16, 2023 (32 d)
Alexander Preston Jamieson	Columbia Management Investment Advisers, LLC asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 27, 2023	May 10, 2023
Drew William Rowean	Amundi Asset Management US, Inc. asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 21, 2023	May 10, 2023
Andrew Chipman	Alliancebernstein L.P. asset manager	John Hancock Investment Management LLC asset manager	Other	Mar 6, 2023	Mar 10, 2023
Taylor Robert Thomison	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	May 26, 2022	Nov 29, 2022 (187 d)
Connor James Jackson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	May 3, 2022	May 11, 2022
Ronald Stephen Bezis	Equitable Advisors, LLC national BD	John Hancock Investment Management LLC asset manager	Other	Dec 6, 2021	Dec 23, 2021
Mary Elizabeth Jones	Woodbury Financial Services, Inc. BD affiliated	John Hancock Investment Management LLC asset manager	Other	Dec 2, 2021	Dec 7, 2021
Ian Stephens	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Oct 4, 2021	Aug 23, 2022 (323 d)
Emma R Smith	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	Sep 7, 2021	Sep 22, 2021
David Duane Smith	RBC Capital Markets, LLC national BD	John Hancock Investment Management LLC asset manager	Other	Aug 10, 2021	Aug 4, 2021
Maurice P Saluan	Payden & Rygel other	John Hancock Investment Management LLC asset manager	Other	Aug 4, 2021	Aug 6, 2021
Christopher Paul Salemme	Bmo Asset Management Corp. other	John Hancock Investment Management LLC asset manager	Other	Aug 2, 2021	Aug 5, 2021
Michael Spencer Loveless	Hartford Funds asset manager	John Hancock Investment Management LLC asset manager	Other	Jun 30, 2021	Aug 19, 2021 (50 d)
Michael John Miszuk	Vanguard Advisers, Inc. BD affiliated	John Hancock Investment Management LLC asset manager	Other	Mar 24, 2021	Apr 5, 2021
Brooke Baker	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Mar 1, 2021	Mar 16, 2021
John Mcquade Cole	John Hancock Personal Financial Services, LLC BD affiliated	John Hancock Investment Management LLC asset manager	Other	Jan 9, 2021	Jan 13, 2021
Sarah Margaret Dailey	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	Sep 3, 2020	Mar 30, 2021 (208 d)
Ricardo Armando Cervantes	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Apr 30, 2020	Nov 6, 2020 (190 d)
Nicholas Glueckler	Morgan Stanley wirehouse	John Hancock Investment Management LLC asset manager	Other	Jan 27, 2020	Oct 8, 2021 (620 d)
Kurt Matthew Beardsley	Allspring Funds Management, LLC asset manager	John Hancock Investment Management LLC asset manager	Other	Jan 23, 2020	Jun 8, 2022 (867 d)
Matthew Benjamin Calos	Eaton Vance Management mixed wealth	John Hancock Investment Management LLC asset manager	Other	Jan 17, 2020	Feb 20, 2020 (34 d)
Jordan Michelle Hart	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Aug 7, 2019	Sep 12, 2019 (36 d)
Anthony Joseph Piazza	Northwestern Mutual Investment Services,LLC no RAUM	John Hancock Investment Management LLC asset manager	Other	Jul 1, 2019	Aug 22, 2019 (52 d)
Brian William Bors	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	Jul 1, 2019	Aug 22, 2019 (52 d)
Brent Landon Charriere	Natixis Advisors, LLC BD affiliated	John Hancock Investment Management LLC asset manager	Other	May 20, 2019	May 28, 2019
Michael D Wynne	John Hancock Personal Financial Services, LLC BD affiliated	John Hancock Investment Management LLC asset manager	Other	May 1, 2019	Apr 30, 2019
Jordan Marc Zeledon	Equitable Advisors, LLC national BD	John Hancock Investment Management LLC asset manager	Other	Apr 10, 2019	Apr 24, 2019
William Patrick Breen	Morgan Stanley wirehouse	John Hancock Investment Management LLC asset manager	Other	Apr 4, 2019	May 29, 2019 (55 d)
Derrick Jamal Amey	Hartford Funds asset manager	John Hancock Investment Management LLC asset manager	Other	Apr 2, 2019	Apr 9, 2019
Rachel Claire Bonkowski	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Mar 14, 2019	Apr 11, 2019
Keith H Van Etten	Pinnacle Investments, LLC BD affiliated	John Hancock Investment Management LLC asset manager	Other	Mar 8, 2019	Mar 26, 2019
Matthew J Kocourek	Edward Jones national BD	John Hancock Investment Management LLC asset manager	Other	Dec 5, 2018	Dec 27, 2018
Jose Collazo	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC asset manager	Other	Nov 5, 2018	Nov 27, 2018
Mary Cunningham Short	Wilshire other	John Hancock Investment Management LLC asset manager	Other	Apr 5, 2017	Aug 10, 2020 (1223 d)
Patrick Scanlon	Columbia Management Investment Advisers, LLC other	John Hancock Investment Management LLC asset manager	Other	Oct 28, 2013	May 29, 2019 (2039 d)
Lance Klaff Davison	Manulife Investment Management (US) LLC other	John Hancock Investment Management LLC other	Other	Aug 13, 2010	Nov 18, 2008
Johnathan W Alkire	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	John Hancock Investment Management LLC other	Other	Aug 11, 2010	Aug 24, 2010
Konstantinos Panayiotis Gregory	Manulife Investment Management (US) LLC other	John Hancock Investment Management LLC other	Other	Jul 23, 2010	Dec 18, 2007
Patrick Henry John Doran	Edward Jones national BD	John Hancock Investment Management LLC other	Other	Jul 12, 2010	Aug 3, 2010
Jeffrey John Murphy	Allspring Funds Management, LLC other	John Hancock Investment Management LLC other	Other	May 24, 2010	Jun 7, 2010
Gerald Eissman Dukatz	Bofa Advisors, LLC other	John Hancock Investment Management LLC other	Other	May 11, 2010	May 18, 2010
Justin Ferris Adomunes	Allspring Funds Management, LLC other	John Hancock Investment Management LLC other	Other	Apr 28, 2010	May 3, 2010
Isaac Gregory Heath	Securian Financial Services, Inc. other	John Hancock Investment Management LLC other	Other	Feb 11, 2010	Mar 9, 2010

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145 moves match.