Fiscal Year

2021

Case Number

A-20220-85928

Case Status

Certified-Expired

Received Date

2020-08-17

Decision Date

2021-03-29

Refile

N

Original File Date

2021-01-01 09:09:31

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

AdvisorAssist, LLC

Employer Name Slug

advisorassist-llc

Employer Address 1

892 Plain Street

Employer Address 2

Suite 10

Employer City

Marshfield

Employer City Slug

marshfield

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

2050

Employer Phone

617-829-0953

Employer Number of Employees

13

Employer Year Commenced Business

2006

NAICS Code

541611

FW Ownership Interest

N

Employer Contact Name

Beth Winn

Employer Contact Address 1

892 Plain Street

Employer Contact Address 2

Suite 10

Employer Contact City

Marshfield

Employer Contact State/Province

MASSACHUSETTS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

2050

Employer Contact Phone

(617) 829-0953

Employer Contact Email

bwinn@advisorassist.com

Agent Attorney Name

Heidi L Snyder

Agent Attorney Firm Name

Ross Silverman Snyder Tietjen LLP

Agent Attorney Phone

(617) 542-5111

Agent Attorney Address 1

50 Congress Street

Agent Attorney Address 2

Suite 200

Agent Attorney City

Boston

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

2109

Agent Attorney Email

hsnyder@rsstlawgroup.com

PW Track Number

P10020030286875

PW SOC Code

13-1111

PW SOC Title

Management Analyst

PW Skill Level

Level II

PW Wage

87485.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-04-23

PW Expiration Date

2020-07-22

Wage Offer From

87485.00

Wage Offer To

0.00

Average Salary

87485.00

Wage Unit of Pay

Year

Worksite Address 1

892 Plain Street

Worksite Address 2

Suite 10

Worksite City

Marshfield

Worksite City Slug

marshfield

Worksite State

MASSACHUSETTS

Worksite Postal Code

2050

Job Title

Senior Compliance Consultant

Job Title Slug

senior-compliance-consultant

Minimum Education

Bachelor's

Major Field of Study

Economics, Finance, or a related field.

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

Any occupation involving experience listed in Q.H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Q.H.10B Continuedbr 3 YEARS OF EXPERIENCE IN THE JOB OFFERED OR 3 YEARS OF EXPERIENCE WORKING IN THE WEALTH MANAGEMENT OR INVESTMENT ADVISORY INDUSTRY INVOLVING THE FOLLOWING 1 MANAGINGSUPPORTING CLIENT OR ACCOUNT RELATIONSHIPS; 2 PERFORMING COMPLIANCE OR INVESTMENT ANALYSES, DETERMINING ISSUESNEEDS, AND DEVISING COMPLIANCE OR INVESTMENT STRATEGIES; 3 DEVELOPING COMPLIANCE PROGRAMS OR PREPARING WEALTH MANAGEMENT PLANS, OPTIMIZING CLIENTS BUSINESS ANDOR FINANCIAL REQUIREMENTS AND NEEDS; AND 4 RESEARCHING AND INTERPRETING INVESTMENT SECURITIES LAWS AND REGULATIONS INCLUDING THE INVESTMENT ADVISORS ACT OF 1940.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-06-03

SWA Job Order End Date

2020-07-07

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2020-06-07

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-06-14

Employer Website From Date

2020-05-19

Employer Website To Date

2020-06-04

Professional Organization Ad From Date

2021-01-01 09:09:31

Professional Organization Advertisement To Date

2021-01-01 09:09:31

Job Search Website From Date

2020-06-03

Job Search Website To Date

2020-07-07

Employee Referral Program From Date

2021-01-01 09:09:31

Employee Referral Program To Date

2021-01-01 09:09:31

Local Ethnic Paper From Date

2021-01-01 09:09:31

Local Ethnic Paper To Date

2021-01-01 09:09:31

Radio/TV Ad From Date

2021-01-01 09:09:31

Radio/TV Ad To Date

2021-01-01 09:09:31

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

CANADA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS

Foreign Worker Years of Education Completed

2014

Foreign Worker Institution of Education

MIDDLEBURY COLLEGE

Foreign Worker Education Institution Address 1

14 OLD CHAPEL ROAD

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MIDDLEBURY

Foreign Worker Education Institution State/Province

VT

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

5753

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Heidi L Snyder

Preparer Title

Attorney

Preparer Email

hsnyder@rsstlawgroup.com

Employer Information Declaration Name

Beth Winn

Employer Information Declaration Title

Human Resources