Jeffrey Norwood Hall

Current Employers

Employment History

• 06/2002 → 11/2019
  Winslow, Evans, And Crocker, Inc.
  Boston, MA
• 10/2019 → 11/2019
  Winslow Wealth Management
  Boston, MA
• 11/2019 → Present
  Lpl Financial Llc
  Norwood, MA

Previous Registrations

• 2005-01-21 → 2019-11-27
  Winslow, Evans & Crocker, Inc.
  Boston, MA
  Boston, MA
• 2019-11-13 → 2019-11-27
  Winslow Wealth Management Llc
  Boston, MA

Other Businesses

1) 10/29/2019 - Real Estate Rental - inv rel - New Smyrna Beach, FL - start: 12/2016 2) 3/24/2020 - Birch Point Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/05/2020 - 240 Hours Per Month/8 Hours During Securities Trading. 3) 10/20/2021 - Birch Point Advisors - Investment Related - Home Based - Non-Variable Insurance - President/Agent - Start Date: 10/21/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 4) 12/12/2022 - Bill Bonk Insurance Marketing - Investment Related - Home Based - Non-Variable Insurance - Start Date - 11/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading 5) 07/17/2024 - Birch Point Advisors - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 3 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-16
• S63 Uniform Securities Agent State Law Examination
  1999-07-30