Two International Place, Suite 2110, Boston, MA, 02110-4104
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →William serves as a trustee for the Kirk Brincklow Irrevocable Trust, overseeing and distributing trust assets. He dedicates minimal time to this activity, which is investment-related.