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900 Washington Street, Wellesley, MA 02482-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-06-07 |
Branch Locations
900 Washington Street, Wellesley, MA 02482-5725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Dover Group | Wellesley | MA | 01/1998 | Present |
| Williams Advisory Services, Llc | Wellesley | MA | 04/2010 | Present |
1. FIXED INSURANCE SALES; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. ADULT EDUCATION CLASSES; TEACHER; CONDUCTED AT VARIOUS LOCAL HIGH SCHOOLS; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-05 |
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