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T••••• P•••••• H••••••
Partner, Wealth Advisor, CFP®at C•••••••• I••••••••• R••••••• A•••••••• I•••Dual registrant· Norwell, MaIAPD 2303068
Certified Financial Planner
As of · the IAPD feed; also filed as T•• H••••••
- At current firm
- 16 y
- In the industry
- 33 y
- Prior registered firms
- 2
- Signals
- 0
since Dec 17, 2009
As of · the IAPD feed; also filed as T•• H••••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Team page
- ••• Lockedreportedwithheld-2firm site, Sep 24, 2026
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Partner, Wealth Advisor, CFP®reportedglobalvisionadvisors.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Apr 16, 2013 · Norwell, Ma
- G••••• V••••• A••••••• former currentsince Dec 17, 2009 · Norwell, Ma
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedAug 9, 2007 to Dec 31, 2011 · Hingham, Ma
- P•••••• C••••••••• G••••• I••• unclassifiedApr 14, 1999 to Jun 4, 2007 · Hingham, Ma
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to G••••• V••••• A•••••••left Dec 31, 2011, registered Dec 17, 2009 (-744 days) · Other
- P•••••• C••••••••• G••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jun 4, 2007, registered Aug 9, 2007 (66 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address