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Kevin Michael Dodgson

Shetland Financial, Pllc

Center Valley, PA

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Current Employers
Shetland Financial, Pllc

4647 Saucon Creek Rd Suite 201, Center Valley, PA 18034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-04
  • PA RA
    APPROVED
    Since 2023-12-04

Branch Locations

4647 Saucon Creek Rd Suite 201, Center Valley, PA 18034 • 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
Shetland Financial, Llc Needham MA 04/2020 Present
Tufts Health Plan Watertown MA 07/2019 04/2020
State Street Bank Boston MA 08/2017 07/2019
Prudential Financial Hartford CT 05/2015 07/2017
  • 04/2020 → Present
    Shetland Financial, Llc
    Needham, MA
  • 07/2019 → 04/2020
    Tufts Health Plan
    Watertown, MA
  • 08/2017 → 07/2019
    State Street Bank
    Boston, MA
  • 05/2015 → 07/2017
    Prudential Financial
    Hartford, CT
Designations

View on SEC IAPD

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100 PLUS PLANNING

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JOHN PETER BANKS
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THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

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