Best Investors Account Sign in
Inactive

Timothy Joseph Black

Asset Strategy Advisors, LLC

Wayland, MA

Claim This Profile
Current Employers
Asset Strategy Advisors, Llc

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-17
  • MA RA
    APPROVED
    Since 2024-07-17

Branch Locations

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • 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
Lpl Financial, Llc Westborough MA 07/2015 07/2018
The Patriot Financial Group Marlborough MA 09/2016 01/2020
Securities America, Inc. Marlborough MA 07/2018 02/2020
Hays Financial Group, Llc Marlborough MA 07/2021 03/2022
Unemployed Marlborough MA 02/2020 01/2021
Hays Financial Group, Llc Marlborough MA 01/2021 07/2021
Unemployed Marlborough MA 04/2022 10/2022
Macys Marlborough MA 11/2022 05/2024
Asset Strategy Advisors, Llc Natick MA 06/2024 Present
  • 07/2015 → 07/2018
    Lpl Financial, Llc
    Westborough, MA
  • 09/2016 → 01/2020
    The Patriot Financial Group
    Marlborough, MA
  • 07/2018 → 02/2020
    Securities America, Inc.
    Marlborough, MA
  • 07/2021 → 03/2022
    Marlborough, MA
  • 02/2020 → 01/2021
    Unemployed
    Marlborough, MA
  • 01/2021 → 07/2021
    Marlborough, MA
  • 04/2022 → 10/2022
    Unemployed
    Marlborough, MA
  • 11/2022 → 05/2024
    Macys
    Marlborough, MA
  • 06/2024 → Present
    Natick, MA
Previous Registrations
Other Businesses

I am currently on call as weekend sales floor worker at Macys, Solomon Pond Frederick J & Margaret M Black Irrevocable Trust dated 04/29/2010 Position: Trustee - Nature: Trustee for family trust - Investment Related: Yes Hours: 1 - Securities Trading Hours: 0 - Start Date: 04/29/2010 Address: 716 Tysens Lane, Staten Island, NY 10306

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
S63 Uniform Securities Agent State Law Examination 2000-06-24
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22
  • S63 Uniform Securities Agent State Law Examination
    2000-06-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wayland, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor