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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KEVIN MICHAEL WILLIAMS

Advisor at FULL LIFE FINANCIAL PLANNING

PEMBROKE, MA

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Search this name across graphsid dfx:ria:e7f4cffc-1bcd-be76-d253-9975081cb23b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FULL LIFE FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Mar 10, 2009
First registration: Mar 31, 2009
Dual registered: no
Other names: KEVIN MICHAEL WILLIAMS
IAPD individual key: 5652915

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FULL LIFE FINANCIAL PLANNING	State registered	Dec 10, 2020	n/a	yes	PEMBROKE, MA	Current employment
WH CORNERSTONE INVESTMENTS INC.	Independent wealth	Jul 2, 2019	Sep 12, 2019	no	DUXBURY, MA	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Aug 29, 2016	Jun 7, 2019	no	Pembroke, MA	Previous registration
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Sep 3, 2013	Mar 20, 2015	no	ST. LOUIS, MO	Previous registration
CATURANO WEALTH MANAGEMENT, LLC	n/a	Mar 31, 2009	May 14, 2009	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WH CORNERSTONE INVESTMENTS INC.	FULL LIFE FINANCIAL PLANNING	Sep 12, 2019	Dec 10, 2020	455	Firm change after gap	RIA to state RIA
CAPITAL ANALYSTS	WH CORNERSTONE INVESTMENTS INC.	Jun 7, 2019	Jul 2, 2019	25	Firm change	Ibd to RIA
FOCUS PARTNERS WEALTH, LLC	CAPITAL ANALYSTS	Mar 20, 2015	Aug 29, 2016	528	Firm change after gap	Other
CATURANO WEALTH MANAGEMENT, LLC	FOCUS PARTNERS WEALTH, LLC	May 14, 2009	Sep 3, 2013	1,573	Firm change after gap	Other

Relationships

Registered with (5)

→ FULL LIFE FINANCIAL PLANNINGRegistered adviserregistration: current employment
Dec 10, 2020 to presentfactForm ADV
→ WH CORNERSTONE INVESTMENTS INC.Registered adviserregistration: previous registration
Jul 2, 2019 to Sep 12, 2019factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Aug 29, 2016 to Jun 7, 2019factForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Sep 3, 2013 to Mar 20, 2015factForm ADV
→ CATURANO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 31, 2009 to May 14, 2009factForm ADV

Dated events

No dated event names this entity yet.