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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| MA | RA | APPROVED | 2014-09-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 09/2014 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 09/2014 | Present |
(1) 09/02/2014: Flagship Harbor Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 346 Commercial Street, Boston, MA 02109 - Started 08/08/2014 - 100% Time Spent (2) 09/02/2014: No Business Name - Non-Variable Insurance - Investment Related - 346 Commercial Street, Boston, MA 02109 - Started 08/08/2014 - 1% Time Spent - Insurance Agent offering fixed annuities and fixed insurance (3) 09/29/2014: Flagship Harbor Advisors - Registered Investment Advisor - DBA: (Hybrid) Flagship Harbor Advisors - Investment Related - 346 Commercial Street, Boston, MA 02109 - Started 08/08/2014 - 75% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in August, 2014. I expect to spend approximately 75% of the time spent 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). 10/15/2018 - Cameron Real Estate Group Inc. - Investment Related - 20C Del Carmine Street Wakefield, MA 01880 - Mortgage/Real Estate Services - Start Date:10/01/2018 - 16 Hours Per Month/4 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
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