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Stephen Jenkins Doucette

Proctor Financial

Wellesley, MA

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Current Employers
Proctor Financial

18 N. Main Street, Sherborn, MA 01770 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-01-05
  • MA RA
    APPROVED
    Since 2005-01-05

Branch Locations

66 Central St, 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
Lexington Advisors Lexington MA 10/2003 Present
Lexington/Bridgewater Wealth Management, Llc Lexington MA 07/2004 Present
Proctor Financial, Inc. Wellesley MA 01/2005 Present
  • 10/2003 → Present
    Lexington Advisors
    Lexington, MA
  • 07/2004 → Present
    Lexington/Bridgewater Wealth Management, Llc
    Lexington, MA
  • 01/2005 → Present
    Proctor Financial, Inc.
    Wellesley, MA
Previous Registrations
  • 2004-10-26 → 2005-11-22
    Lexington/Bridgewater Wealth Management, Llc
    Lexington, MA
  • 2003-12-18 → 2004-12-31
    Lexington Advisors
    Lexington, MA
  • 2000-02-04 → 2003-10-03
    Wingate Planning Corp
    Lexington, MA
  • 2000-02-04 → 2003-10-01
    Wingate Wealth Advisors, Inc.
    Lexington, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-12
  • S63 Uniform Securities Agent State Law Examination
    1999-05-12
Designations

View on SEC IAPD

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Other Investors

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CHRISTOPHER KARL GAFFNEY
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NEEL K. TIKU
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ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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