One Marina Park Drive, 16th Floor, Boston, MA, 02210
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 →Timothy serves as a co-trustee for the Ernest Blaney Dane, Jr. Residuary Trust - 1966, an irrevocable trust, dedicating a few hours per week. This activity involves the administration and oversight of the trust.