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Adam Todd Hark

Wellesley Hills Capital

Newton, MA

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Current Employers
Wellesley Hills Capital

1087 Beacon Street Ste 204, Newton, MA 02459 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-06-05
  • MA RA
    APPROVED
    Since 2020-06-05

Branch Locations

1087 Beacon Street Ste 204, Newton, MA 02459 • 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
Preston Todd Advisors, Inc. Brighton MA 08/2006 Present
Wellesley Hills Capital Corporation Wellesley MA 02/2020 Present
Pcf Capital Markets Llc Boston MA 12/2020 02/2021
Wellesley Hills Financial Llc Wellesley MA 06/2020 Present
Wellesley Hills Securities Llc Newton MA 05/2021 Present
  • 08/2006 → Present
    Preston Todd Advisors, Inc.
    Brighton, MA
  • 02/2020 → Present
    Wellesley Hills Capital Corporation
    Wellesley, MA
  • 12/2020 → 02/2021
    Pcf Capital Markets Llc
    Boston, MA
  • 06/2020 → Present
    Wellesley Hills Financial Llc
    Wellesley, MA
  • 05/2021 → Present
    Wellesley Hills Securities Llc
    Newton, MA
Other Businesses

Wellesley Hills Capital, Wellesley MA, time as needed, investment adviser, President

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-11
S65 Uniform Investment Adviser Law Examination 2020-05-28
  • S63 Uniform Securities Agent State Law Examination
    2021-01-11
  • S65 Uniform Investment Adviser Law Examination
    2020-05-28

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
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