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Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-02-12
  • MA RA
    APPROVED
    Since 2018-02-12

Branch Locations

496 State Rd, West Tisbury, MA 02575 • 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
Martha'S Vineyard Svgs West Tisbury MA 05/2017 Present
Ironworks Investments, Inc. Annapolis MD 09/2016 01/2018
Lpl Financial West Tisbury MA 02/2026 Present
  • 05/2017 → Present
    Martha'S Vineyard Svgs
    West Tisbury, MA
  • 09/2016 → 01/2018
    Ironworks Investments, Inc.
    Annapolis, MD
  • 02/2026 → Present
    Lpl Financial
    West Tisbury, MA
Previous Registrations
  • 2014-01-21 → 2014-07-11
    Chestertown, MD
  • 2005-09-29 → 2014-01-21
    Cetera Investment Services Llc
    Chestertown, MD
    Chestertown, MD
Other Businesses

1. 4/2026 - MARTHA'S VINEYARD SVGS - Financial Institution Duty - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - Edgartown MA 02539 - OBA Start date: 04/12/2017 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade nameMartha's Vineyard Investment Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 4/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-13
  • S66 Uniform Combined State Law Examination
    2005-09-13

View on SEC IAPD

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