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892 Plain Street Suite 3A, Marshfield, MA 02050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-23 |
Branch Locations
892 Plain Street Suite 3A, Marshfield, MA 02050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellspring Financial Advisors | Needham | MA | 04/1996 | Present |
| Kestra Investment Services, Llc | Marshfield | MA | 05/2016 | 03/2019 |
| Kestra Advisory Services, Llc | Marshfield | MA | 05/2016 | 03/2019 |
| Twin Gryphon Advisors Llc | Marshfield | MA | 07/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2019 | 06/2020 |
1) Twin Gryphon Advisors, LLC. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Registered Investment Advisory, Owner/President. Start 7/2018. 160hrs/mo, 8hrs during trading hours. Owner/portfolio management. 2)Wellspring Financial Insurance Agency, Inc. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Operations Firm, Owner/President. Start 1996. 10hrs/mo, 0.5 hours during trading hours. WFIA provides back office support for RIA and BD operations including administrative and staff. 3) Historic Winslow House Association, Inc. Non-Investment Related. 634 Careswell St., Marshfield, MA 02050. Non-Profit Historic House. Board Member. Start 9/2004. 4hrs/mo, none during trading hours. Review finances, oversee preservation projects, vote on operational decisions. 4) John J. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary. 5) Frances C. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary. 6) Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Vote on annual gifting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-14 |
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