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4 Pond Park Rd Suite 201, Hingham, MA 02043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-25 |
| MA | RA | APPROVED | 2016-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Quincy | MA | 03/2012 | 11/2019 |
| Boston Premier Wealth, Llc | Quincy | MA | 01/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 06/2024 |
1. Co-owner, Boston Premier Wealth, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 11/15/2019; 90% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; As of 11/15/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, BPW Realty, LLC, an entity created for the purpose of buying and managing commercial real estate at in Hanover, MA, as of 11/15/2019; 1% time spent during business hours; Conducted at branch; Investment related. 4. Co-owner of rental property located in Sandown, NH, as of 11/15/2019; 1% time spent during business hours; Not conducted at branch location; Investment related. 5. Co-owner of rental property located in Hanover, MA, as of 11/15/2019; 1% time spent during business hours; Not conducted at branch location; Investment related. 6. Co-Owner, BostonPremier Holdings, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 7. Co-Owner, BostonPremier Legacy Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-19 |
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