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Wellesley, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-14 |
| MA | RA | APPROVED | 2018-06-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peter Foley/ Fourthpoint Advisors | Bethesda | MD | 11/2005 | Present |
Peter Foley, doing business as a sole proprietor, is a licensed insurance broker in some states, including Massachusetts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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