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84 Bridge Street, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Securities | Marshfield | MA | 10/2011 | 01/2017 |
| Metlife Securities Inc. | Quincy | MA | 01/2015 | 01/2017 |
| Beck Bode Wealth Management, Llc | Dedham | MA | 01/2017 | Present |
| Ryan Financial Strategies | Westwood | MA | 09/2011 | Present |
| Fox Hill Wealth Management | Westwood | MA | 05/2022 | Present |
Tax Preparer with Ryan Financial Strategies for 20 hours/week during securities trading and five hours/weekend and evenings since 09/2011. This may create a conflict of interest in the event Clients are referred between Ryan Financial Strategies and FHWM, however, as a fiduciary William Ryan will only make recommendations that are in the best interests of Clients. Owner of Rental Property in South Boston, MA and Dorchester, MA; Investment Related: Yes; Business Started 09/01/2019. Two hours per month outside trading hours. Expected total yearly compensation derived from the business: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-11 |
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