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Jordan Yorks

Walter & Shuffain Financial Services, LLC

Boston, MA

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Current Employers
Walter & Shuffain Financial Services, Llc

One International Place Suite 1010, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-15
  • MA RA
    APPROVED
    Since 2023-11-15

Branch Locations

One International Place Suite 1010, Boston, MA 02110 • 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
Walter & Shuffain Financial Services Boston MA 01/2020 Present
Immerse Agency Canton MA 01/2015 01/2020
  • 01/2020 → Present
    Walter & Shuffain Financial Services
    Boston, MA
  • 01/2015 → 01/2020
    Immerse Agency
    Canton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31

View on SEC IAPD

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