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Timothy Patrick Reardon

David Wendell Associates, Inc.

Portsmouth, NH

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Current Employers
David Wendell Associates, Inc.

1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-08-28
  • NH RA
    APPROVED
    Since 2024-08-28

Branch Locations

1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 • 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
Aureus Asset Management Boston MA 06/2015 08/2017
Welch & Forbes Boston MA 11/2017 07/2024
David Wendell Associates Portsmouth NH 08/2024 Present
  • 06/2015 → 08/2017
    Aureus Asset Management
    Boston, MA
  • 11/2017 → 07/2024
    Welch & Forbes
    Boston, MA
  • 08/2024 → Present
    David Wendell Associates
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-28
S63 Uniform Securities Agent State Law Examination 2009-09-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-28
  • S63 Uniform Securities Agent State Law Examination
    2009-09-01
Other Names
  • Timothy Patrick Reardon
  • Timothy Patrick Reardon

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTSMOUTH, NH

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