Best Investors
Account
Sign in
346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2015-06-16 |
Branch Locations
1 Merrill Industrial Dr Ste 7, Hampton, NH 03842 • United States
346 Commercial Street, Boston, MA 02109 • United States
One Bridge Street Suite 210-A, Plymouth, NH 03264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Hampton | NH | 06/2015 | Present |
| Flagship Harbor Advisors, Llc | Hampton | NH | 06/2015 | Present |
1. 6/12/2015: PINNACLE - Not Investment Related - 346 COMMERCIAL STREET, BOSTON, MA 02109 - NON-VARIABLE INSURANCE - AGENT - 1% OF TIME SPENT - INS TYPES: DISABILITY, LONG-TERM CARE, LIFE, FIXED ANNUITIES. 2. 6/12/2015 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 6/15/2015 - 100% TIME SPENT. 3. 9/22/2015 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - START 6/15/2015 - 50% TIME SPENT - Advisory services provided by the RIA. 4. 11/18/2020 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Andreasen Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/11/2020 - 200 Hours Per Month During Securities Trading - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 200 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. 5. 09/07/2021 - No Business Name - Investment Related - Rochester NY 14607 - Real Estate Rental - Start Date: 09/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 9/19/2023: No business name; Rochester, NY; Real Estate Rental; Inv. related; start date 9/1/2023; 0hrs/mo. during trading. 7. 9/21/2023: No business name; Meredith, NH; Real Estate Rental; Inv. related; start date 5/1/2024; 0hrs/mo. during trading. 8. 12/23/2024- Andreasen Financial, LLC- Real Estate Rental- INV Related - At Reported Business Location(s)- Start date 01/01/2025- 2 Hours Per Month 9. 01/06/2025- Club Piklbal!- Other - Pickleball Club- Not INV Related- At Belmont NH- Start date 01/15/2025- 30 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
Reach out to this advisor