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Kevin Michael Williams

Full Life Financial Planning

Pembroke, MA

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Current Employers
Full Life Financial Planning

Pembroke, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-12-10
  • MA RA
    APPROVED
    Since 2020-12-10

Branch Locations

Pembroke, MA • 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
Powder Point Wealth Management, Llc (Registered Under Lincoln In Wyncote PA 01/2015 05/2019
Damon Diodati, Inc. (Formerly Damon & Associates, Inc.) Pembroke MA 01/2015 05/2019
W.H. Cornerstone Investments Inc. Kingston MA 06/2019 08/2019
Full Life Financial Planning Pembroke MA 06/2020 Present
Self-Employed Pembroke MA 08/2019 12/2021
  • 01/2015 → 05/2019
    Powder Point Wealth Management, Llc (Registered Under Lincoln In
    Wyncote, PA
  • 01/2015 → 05/2019
    Damon Diodati, Inc. (Formerly Damon & Associates, Inc.)
    Pembroke, MA
  • 06/2019 → 08/2019
    W.H. Cornerstone Investments Inc.
    Kingston, MA
  • 06/2020 → Present
    Full Life Financial Planning
    Pembroke, MA
  • 08/2019 → 12/2021
    Self-Employed
    Pembroke, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-17
S65 Uniform Investment Adviser Law Examination 2009-03-10
  • S66 Uniform Combined State Law Examination
    2016-08-17
  • S65 Uniform Investment Adviser Law Examination
    2009-03-10
Designations
Other Names
  • Kevin Michael Williams

View on SEC IAPD

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