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William T Eaton

Rpg Family Wealth Advisory, LLC

Burlington, MA

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Current Employers
Rpg Family Wealth Advisory, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-06-16
  • MA RA
    APPROVED
    Since 2015-06-16

Branch Locations

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Rpg Family Wealth Advisory, Llc Burlington MA 06/2015 Present
Previous Registrations
  • 2010-08-24 → 2015-07-01
    Detwiler Fenton Investment Management Llc
    Boston, MA
  • 2009-09-16 → 2010-12-01
    Detwiler Fenton & Co.
    Topsfield, MA
    Boston, MA
    Boston, MA
  • 2008-03-17 → 2009-09-02
    Ubs Financial Services Inc.
    Peabody, MA
    Peabody, MA
Other Businesses

1.) BOARD MEMBER AND INVESTMENT COMMITTEE MEMBER FOR THE NORTH SHORE UNITED WAY. 2.) SEASONAL RENTAL PROPERTY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-06
S63 Uniform Securities Agent State Law Examination 1985-09-30
  • S65 Uniform Investment Adviser Law Examination
    1992-02-06
  • S63 Uniform Securities Agent State Law Examination
    1985-09-30
Other Names
  • William Tapley Eaton

View on SEC IAPD

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