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Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-04-02
  • MA RA
    APPROVED
    Since 2024-04-02

Branch Locations

496 State Rd, West Tisbury, MA 02575 • 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
Martha's Vineyard Investment Advisors West Tisbury MA 03/2022 Present
Edgartown Yacht Club Edgartown MA 08/2018 03/2022
Edgartown Yacht Club Edgartown MA 06/2017 08/2018
Twenty By Nine Oak Bluffs MA 06/2017 10/2017
Magpie Meat & Three Brevard NC 04/2016 05/2017
Lpl Financial Llc West Tisbury MA 11/2023 Present
  • 03/2022 → Present
    Martha's Vineyard Investment Advisors
    West Tisbury, MA
  • 08/2018 → 03/2022
    Edgartown Yacht Club
    Edgartown, MA
  • 06/2017 → 08/2018
    Edgartown Yacht Club
    Edgartown, MA
  • 06/2017 → 10/2017
    Twenty By Nine
    Oak Bluffs, MA
  • 04/2016 → 05/2017
    Magpie Meat & Three
    Brevard, NC
  • 11/2023 → Present
    Lpl Financial Llc
    West Tisbury, MA
Other Businesses

1)Notary-State of MA: Start Date 03/2022-Present. Less than 2 hours per month, including during securities trading hours. Duties include providing notary services for investment advisory and other bank clients as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-20
  • S66 Uniform Combined State Law Examination
    2024-02-20
Other Names
  • Leslie Ann Stovall
  • Leslie Stovall Guzman

View on SEC IAPD

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