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William John Curtin

Curtin Financial Management, Inc.

Wellesley, MA

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Current Employers
Curtin Financial Management, Inc.

Tuftonboro, NH • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-03
NH RA APPROVED 2026-01-05
MA RA APPROVED 2003-06-09
  • FL RA
    APPROVED
    Since 2026-03-03
  • NH RA
    APPROVED
    Since 2026-01-05
  • MA RA
    APPROVED
    Since 2003-06-09

Branch Locations

One Hollis Street Suite 103, Wellesley, MA 02482 • 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
Curtin Financial Management, Inc. Wellesley MA 01/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-07
  • S65 Uniform Investment Adviser Law Examination
    2002-06-07
Designations
Other Names
  • Bill Curtin

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
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