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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-10-14 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boston | MA | 05/2009 | 08/2020 |
| Private Client Services | Boston | MA | 08/2020 | Present |
| Mayflower Financial Advisors, Llc | Boston | MA | 08/2020 | Present |
(1) Mr. Glazer is dually registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Glazer has served as an investment advisor representative for Mayflower and a registered representative with PCS since 08/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Glazer's time is for services as an investment advisor representative and the balance as a registered representative. (2) 2JG LLC. Investment Related. 84 Mandalay Rd, Newton, MA. Entity for passive investing in private securities and real estate. 1 hour per month/during securities trading hours. Duties relating to the business are limited to passive investing and are minimal. (3) American Retirement Association. Not Investment Related. 4401 Fairfax Drive, #600, Arlington, VA, 22203. Industry association providing continuing education and legislative & regulatory information. Board member, Ex-Oficio Member, Member of Nominating Committee. 1 hour per month/during securities trading hours. Governance of industry association and stay abreast of industry trends and important issues affecting industry. (4) Newton Democratic Committe Ward 7. 84 Mandalay Rd, Newton, MA 02459. Non-profit. Newton MA Democratic Committee. Committe Member. 1 hr/mo; 0 during trading hrs. (5) Temple Emanuel Brotherhood-Moderator. 385 Ward Street, Newton, MA. Brotherhood organizes events for the temple. Moderate a breakfast with guest speakers as part of the Temple's Brotherhood. 5 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
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