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Inactive

William R Sylvia

Great Oak Capital Partners, LLC

South Easton, MA

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Current Employers
Great Oak Capital Partners, Llc

105R Depot Street Suite 5, South Easton, MA 02375 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-06
FL RA APPROVED 2015-12-14
MA RA APPROVED 2015-11-16
  • TX RA
    APPROVED
    Since 2019-11-06
  • FL RA
    APPROVED
    Since 2015-12-14
  • MA RA
    APPROVED
    Since 2015-11-16

Branch Locations

105R Depot Street Suite 5, South Easton, MA 02375 • 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
Great Oak Capital Partners, Llc South Easton MA 11/2015 Present
Previous Registrations
  • 2009-02-27 → 2015-11-24
    Lpl Financial Llc
    Warwick, RI
    Warwick, RI
    Charlotte, NC
    Portsmouth, RI
    Warwick, RI
  • 2007-09-10 → 2009-02-27
    Osaic Fs, Inc.
    Warwick, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2007-08-03
Designations
Other Names
  • William Robert Sylvia
  • William Robert Sylvia Jr
  • William R Sylvia Jr

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK · SOUTH EASTON, MA
PFS INVESTMENTS INC. · S EASTON, MA
CLARY FINANCIAL, INC · SO. EASTON, MA
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