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176 Federal Street 5Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-12-23 |
Branch Locations
176 Federal Street 5Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atwater Wealth Management | Boston | MA | 08/2014 | Present |
1. 07/18/2008 - ACT IN A FIDUCIARY CAPACITY - POWER OF ATTORNEY FOR MY FATHER MYLES W. GAFFNEY. - 1% TIME SPENT. 2. 07/18/2008 - DBA ONLY - ATWATER WEALTH MANAGEMENT - BOSTON, MA. 3. 8/7/2010 - NON-VARIABLE INSURANCE - SELLING A DISABILITY INCOME INSURANCE POLICY THROUGH PRINCIPAL. - TIME SPENT 1% - BOSTON, MA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-15 |
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