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101 Longwater Circle Suite 101, Norwell, MA 02061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-13 |
Branch Locations
101 Longwater Circle Suite 101, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vincent Financial Group | Hanover | MA | 07/2009 | 12/2017 |
| Fernwood Investment Management, Llc | Quincy | MA | 11/2017 | Present |
| Vincent Wealth Advisors, Llc | Hanover | MA | 09/2024 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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