William Robinson Driscoll

Current Employers

Great Oak Capital Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-10-15

MA RA
APPROVED

Since 2025-10-15

Branch Locations

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

11 Memorial Drive, Plymouth, MA 02360 • United States

Driscoll Financial

One Park Place, Suite 2, Unit C 11 Memorial Drive, Plymouth, MA 02360 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2016-12-19

MA RA
APPROVED

Since 2016-12-19

Branch Locations

One Park Place, Suite 2 Unit C 11 Memorial Dr., Plymouth, MA 02360 • 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
Ic Advisory Services Inc	Plymouth	MA	02/2011	12/2016
Great Oak Capital Partners, Llc	Plymouth	MA	10/2025	Present
The Investment Center, Inc.	Plymouth	MA	02/2011	12/2016
William Driscoll Insurance, Inc. Dba Driscoll Financial	Plymouth	MA	12/2016	Present
William Driscoll Insurance, Inc.	Plymouth	MA	08/1989	Present

02/2011 → 12/2016

Ic Advisory Services Inc

Plymouth, MA
10/2025 → Present

Great Oak Capital Partners, Llc

Plymouth, MA
02/2011 → 12/2016

The Investment Center, Inc.

Plymouth, MA
12/2016 → Present

William Driscoll Insurance, Inc. Dba Driscoll Financial

Plymouth, MA
08/1989 → Present

William Driscoll Insurance, Inc.

Plymouth, MA

Previous Registrations

2011-02-14 → 2016-12-20

Ic Advisory Services, Inc.

Plymouth, MA

Bedminster, NJ
2004-03-12 → 2011-02-11

Qa3 Financial Llc

Plymouth, MA

Omaha, NE
2002-09-17 → 2004-03-09

Freedom Asset Management, Inc.

Plymouth, MA

Other Businesses

1) Mr. Driscoll is dually registered as an investment advisor representative with Great Oak Capital Partners, LLC ("Great Oak") and William Driscoll Insurance, Inc. dba Driscoll Financial ("Driscoll Financial"). Mr. Driscoll has served as an investment advisor representative for Great Oak and as an investment advisor representative for Driscoll Financial since October 2025. Approximately 50% of Mr. Driscoll's time is for services as an investment advisor representative with Great Oak.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-27
S63	Uniform Securities Agent State Law Examination	1997-06-03

S65 Uniform Investment Adviser Law Examination

2001-12-27
S63 Uniform Securities Agent State Law Examination

1997-06-03

Designations

Other Names

Bill Driscoll
William Driscoll

View on SEC IAPD