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William Henry Ledger Mitchell

David Wendell Associates, Inc.

Portsmouth, NH

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Current Employers
David Wendell Associates, Inc.

1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2011-01-03
  • NH RA
    APPROVED
    Since 2011-01-03

Branch Locations

1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 • 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
David Wendell Associates, Inc. Portsmouth NH 01/2011 Present
Previous Registrations
  • 1983-03-05 → 2010-12-31
    Johnston Reid & Mitchell Inc
    Portsmouth, NH
Other Businesses

CO-TRUSTEE SINCE 1994 ON AN IRREVOCABLE TRUST HELD AT U.S. TRUST IN BOSTON. DEVOTES ABOUT FOUR HOURS PER YEAR AS INVESTMENT ADVISER.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-05-29
  • S63 Uniform Securities Agent State Law Examination
    1987-05-29
Other Names
  • William Mitchell

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTSMOUTH, NH

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