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George Jones Kimball

Needham Advisory Corporation

North Andover, MA

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Current Employers
Needham Advisory Corporation

861 Turnpike Street Unit 226, North Andover, MA 01845 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-10-02
NH RA APPROVED 2018-09-26
TX RA APPROVED_RES 2018-09-26
  • MA RA
    APPROVED
    Since 2018-10-02
  • NH RA
    APPROVED
    Since 2018-09-26
  • TX RA
    APPROVED_RES
    Since 2018-09-26

Branch Locations

861 Turnpike Street Unit 226, North Andover, MA 01845 • 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
Harbor Point Capital Management, Llc Woburn MA 06/2015 09/2018
Rb Needham Advisory Corp. North Andover MA 09/2018 Present
Previous Registrations
  • 2016-02-23 → 2018-10-16
    Kimball Capital Management Llc
    Lexington, MA
  • 2015-06-08 → 2016-01-29
    Harbor Point Capital Management, Llc
    Woburn, MA
  • 2014-03-10 → 2014-08-18
    Capital Security Advisors Llc
    Boston, MA
  • 2012-09-17 → 2013-04-03
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2003-09-08 → 2005-02-23
    Columbia Management Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-07
  • S63 Uniform Securities Agent State Law Examination
    2006-09-07
Designations

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC
BRADFORD FINANCIAL SERVICES CORP
STONEX ADVISORS INC.
PFS INVESTMENTS INC.

Other Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK
STEPHEN GILBERT RYE
MAURICE JASON KAUFF
DAVID GRANT OLDAKER
Dylan Jacob Fernandez
EDMUND JOSEPH HAUGHEY

Other Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
SIMPSON INVESTMENT COUNSEL · North Andover, MA
CONNOLLY FINANCIAL ADVISORS, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · North Andover, MA
FOCUS PARTNERS WEALTH, LLC · NORTH ANDOVER, MA
BRADFORD FINANCIAL SERVICES CORP · North Andover, MA
STONEX ADVISORS INC. · North Andover, MA

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