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Gregory Alan Phillips

Twelve Points Wealth Management

Concord, MA

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Current Employers
Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-05-18
  • MA RA
    APPROVED
    Since 2017-05-18

Branch Locations

9 Pond Lane Suite 3A, Concord, MA 01742 • 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
Twelve Points Wealth Management Concord MA 05/2015 Present
The Mansion At Bald Hill Woodstock CT 05/2012 Present
Winy Radio Putnam CT 10/2015 11/2016
  • 05/2015 → Present
    Twelve Points Wealth Management
    Concord, MA
  • 05/2012 → Present
    The Mansion At Bald Hill
    Woodstock, CT
  • 10/2015 → 11/2016
    Winy Radio
    Putnam, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-15
  • S65 Uniform Investment Adviser Law Examination
    2017-05-15

View on SEC IAPD

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BAY COLONY ADVISORS · CONCORD, MA
USA MUTUALS ADVISORS, INC. · CONCORD, MA
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