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Current Employers
Ipswich Investment Management Company, Inc

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-04-30
  • MA RA
    APPROVED
    Since 2014-04-30

Branch Locations

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ipswich Investment Management Co., Inc. Ipswich MA 02/2010 Present
  • 02/2010 → Present
    Ipswich Investment Management Co., Inc.
    Ipswich, MA
Previous Registrations
  • 2006-06-09 → 2010-03-29
    Boston Advisors, Llc
    Boston, MA
  • 2003-02-06 → 2006-06-09
    Boston Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-09
  • S65 Uniform Investment Adviser Law Examination
    1996-12-09
Other Names
  • Patricia Bruno
  • Paticia Anne Bowlin

View on SEC IAPD

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