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Advisor at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
BEVERLY, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC | Independent wealth | Jun 29, 2021 | n/a | yes | BEVERLY, MA | Current employment |
| BOSTON FINANCIAL MANAGEMENT LLC | Former SEC adviser | May 9, 2016 | Jul 11, 2016 | no | BOSTON, MA | Previous registration |
| EMERSON INVESTMENT MANAGEMENT LLC | Former SEC adviser | May 9, 2016 | May 13, 2016 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANAGEMENT LLC | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC | Jul 11, 2016 | Jun 29, 2021 | 1,814 | Firm change after gap | Other |
| EMERSON INVESTMENT MANAGEMENT LLC | BOSTON FINANCIAL MANAGEMENT LLC | May 13, 2016 | May 9, 2016 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104659:112360:MA:2016-05-13 | May 13, 2016 | May 9, 2016 | BOSTON, MA | Firm change |