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Inactive

John Borden Williams

Burr & Company, LLC

Osterville, MA

CRD 4885676

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Employer firm

Burr & Company, LLC CRD 141975

$56.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Burr & Company, Llc

1112 Main Street Suite 1, Osterville, MA 02655 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2006-10-04
  • MA RA
    APPROVED
    Since 2006-10-04

Branch Locations

872 Main Street, Osterville, MA 02655 • 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
Burr & Company, Llc Osterville MA 01/2006 Present
Previous Registrations
  • 2005-02-25 → 2006-12-31
    Burr & Company, Llc
    Osterville, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-18
  • S65 Uniform Investment Adviser Law Examination
    2004-05-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

JANNEY MONTGOMERY SCOTT LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERT DUNKLEY

Nearby Offices

JANNEY MONTGOMERY SCOTT LLC · OSTERVILLE, MA
MML INVESTORS SERVICES, LLC · Osterville, MA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · OSTERVILLE, MA

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