Jonathan Taylor Dick

Current Employers

The Fiduciary Alliance

135 S Main St Suite 600, Greenville, SC 29601 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-01-11

MA RA
APPROVED

Since 2023-01-11

Branch Locations

461 Main Street, Tewksbury, MA 01876 • United States

135 S Main St Suite 600, Greenville, SC 29601 • 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

Organization	City	State	From	To
The Fiduciary Alliance	Tewksbury	MA	06/2020	Present
Dick Insurance Agency	Tewksbury	MA	06/2020	Present
Lonza Biologics	Portsmouth	NH	06/2018	05/2020
Pharmaleucence	Billerica	MA	12/2017	03/2018
Pci Synthesis	Newburyport	MA	06/2017	12/2017
Trinity Ems	Lowell	MA	06/2016	06/2017
University Of Rhode Island	Kingston	RI	01/2013	05/2017

06/2020 → Present

The Fiduciary Alliance

Tewksbury, MA
06/2020 → Present

Dick Insurance Agency

Tewksbury, MA
06/2018 → 05/2020

Lonza Biologics

Portsmouth, NH
12/2017 → 03/2018

Pharmaleucence

Billerica, MA
06/2017 → 12/2017

Pci Synthesis

Newburyport, MA
06/2016 → 06/2017

Trinity Ems

Lowell, MA
01/2013 → 05/2017

University Of Rhode Island

Kingston, RI

Other Businesses

DICK INSURANCE AGENCY; INVESTMENT-RELATED; TEWKSBURY, MA; AGENT/ACCOUNT EXECUTIVE; START DATE: 6/2020; APPROX. 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-31

S65 Uniform Investment Adviser Law Examination

2022-12-31

Other Names

Jack Dick

View on SEC IAPD

Current Employers

The Fiduciary Alliance

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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Reviews