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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank Advising Llc | Bedford | MA | 01/2025 | Present |
| Hightower Advisors, Llc | Lexington | MA | 10/2019 | 12/2024 |
| Lexington Wealth Management, Inc. | Lexington | MA | 04/2010 | 12/2019 |
| Eversource Wealth Advisors, Llc | Natick | MA | 08/2025 | Present |
1) Business Name: Frank Advising LLC; Investment Related: Yes; Start Date: Beginning in March 2025, Title/Relationship: President; Nature: Educational workshops; Address: 8 Shire Lane, Bedford, MA 01730; Approx. Time Spent: 15 hours per month; 0 hours per month during trading hours; Duties: Professor delivering course content; 2) Business Name: N/A; Investment Related: Yes; Start Date: 2024 Address: 8 Shire Lane, Bedford, MA 01730; Nature/Duties: Newsletter writing for an RIA; Time Spent: Approx. 5% of time during the month; and (3) Business Name: Frank Advising, LLC; Investment Related: Yes; Start Date: January 2025; Title: President and Chief Compliance Officer; Nature: Registered investment advisory firm; Address: 8 Shire Lane, Bedford, MA 01730; Time Spent: 5 hours per month; During Trading Hours: 5; Duties: Until the company withdraws its registration in Massachusetts, Glenn will be provide services as President and CCO of Frank Advising, LLC to facilitate the transition of the company's investment advisory practice to EverSource Wealth Advisors, LLC.
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