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Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-07
  • MA RA
    APPROVED
    Since 2025-05-07

Branch Locations

496 State Rd, West Tisbury, MA 02575 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Falmouth MA 11/2023 03/2025
Career Break Falmouth MA 10/2012 11/2023
Bank Of America, N.A. Falmouth MA 01/2024 03/2025
Martha's Vineyard Bank West Tisbury MA 04/2025 Present
Lpl Financial, Llc Falmouth MA 05/2025 Present
  • 11/2023 → 03/2025
    Falmouth, MA
  • 10/2012 → 11/2023
    Career Break
    Falmouth, MA
  • 01/2024 → 03/2025
    Bank Of America, N.A.
    Falmouth, MA
  • 04/2025 → Present
    Martha's Vineyard Bank
    West Tisbury, MA
  • 05/2025 → Present
    Lpl Financial, Llc
    Falmouth, MA
Previous Registrations
Other Businesses

1- 05/2025 / 57 Highridge Rd B11 / Real Estate Rental / Investment Related / Start date: 04/01/2014

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-01-25
Other Names
  • Colleen Lynne Mears
  • Colleen Lynne Mcgettrick

View on SEC IAPD

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