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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-08-25 |
| MA | RA | APPROVED | 2015-12-11 |
Branch Locations
24 Shipyard Drive Suite 201, Hingham, MA 02043 • United States
346 Commercial Street, Boston, MA 02109 • United States
Stockbridge, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagship Harbor Advisors, Llc | Hingham | MA | 12/2015 | Present |
| Lpl Financial Llc | Hingham | MA | 12/2015 | Present |
1. 12/10/2015 - ChartHouse Capital, LLC - INV REL - 24 Shipyard Dr, Suite 201 Hingham, MA 02043 - Non-Variable Insurance - START 12/11/2015 - 1 Hr/Mo; 1 Hour During Securities Trading; 1% TIME SPENT - Term, whole life, fixed, LTC 2. 12/10/2015 - ChartHouse Capital, LLC - INV REL - 24 Shipyard Dr, Suite 201 Hingham, MA 02043 - DBA for LPL Business (entity for LPL business) - START 12/11/2015 - 80 Hr/Mo; 4 Hours During Securities Trading; 50% TIME SPENT. 3. 2/8/2016: Flagship Harbor Advisors - DBA: (Hybrid) Flagship Harbor Advisors - Investment Related - 24 Shipyard Dr, Suite 201 Hingham, MA 02043 - Registered Investment Advisor Hybrid - Started 12/11/2015 - 80 Hours Per Month/4 Hours During Securities Trading; Time Spent 50% - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in December 11, 2015. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/30/2016: Flagship Harbor Advisors - DBA: (Hybrid) ChartHouse Capital, LLC - Investment Related - 24 Shipyard Dr Suite 201 Hingham, MA 02043 - Registered Investment Advisor DBA - Started 12/11/2015 - 80 Hours Per Month/4 Hours During Securities Trading; Time Spent 50%. 5. 1/6/2017 - Ragnar - Investment Related - 1179 S Hill Rd., Stockbridge VT 05772 - Outside/W-2 Employment - marketing development manager - Start 04/15/17 - 40 Hours Per Month/1 Hour During Securities Trading. 6. 2/20/2019 - Habeeb Law - Investment Related - 24 Shipyard Dr. Suite 201, Hingham, MA 02043 - Real Estate Rental - Started 02/01/2019 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-20 |
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