Terry William Griffith

Current Employers

Employment History

• 05/2014 → 04/2024
  Ubs Financial Services Inc.
  Boston, MA
• 04/2024 → Present
  Independent Financial Group
  Watertown, MA

Other Businesses

MASONIC EDUCATION & CHARITABLE TRUST POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2024 ADDRESS: 186 Tremont Street, Boston MA 02111, United States DESCRIPTION: One of eleven non-profit directors that review decisions made by third party institutional consultant, which invests funds on a fully discretionary basis. Review performance, and ensure the consultant is performing as intended. Meet quarterly in person or remotely for approximately 1.5hrs to discuss activity, and review any necessary disbursements voted on by another board unrelated to the trust. DEEP CREEK ADVISORS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 19 Madison Avenue, Watertown MA 02472, United States DESCRIPTION: DBA OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/12/2024 ADDRESS: 19 Madison Avenue, Watertown MA 02472, United States DESCRIPTION: Individual Insurance Producer

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30
• S66 Uniform Combined State Law Examination
  2008-01-22