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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-16 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
301 Edgewater Place Suite 100, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wakefield | MA | 08/2006 | 12/2024 |
| Winthrop Advisory Group, Llc | Boston | MA | 04/2017 | Present |
| Financial Planning Strategies, Llc | Wakefield | MA | 01/2015 | Present |
Financial Planning Strategies, LLC - 301 Edgewater Place, Suite 100, Wakefield, MA 01880 - Investment-Related - Financial Planning/Entity for Tax/Employment Purposes - President/CEO - 01/2015 - 160 hr/mo. - 7 hr/day
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
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