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11 Washington Street, Duxbury, MA 02332 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| MA | RA | APPROVED | 1998-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wh Cornerstone Investments, Llc | Kingston | MA | 09/1998 | Present |
Licensed Insurance Agent - William Martin Harris is a licensed insurance agent and in such capacity may recommend, on a fully- disclosed commission basis, the purchase of certain insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-27 |
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