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Current Employers
Mayflower Advisors

265 Franklin Street Suite 401, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-11
  • MA RA
    APPROVED
    Since 2025-07-11

Branch Locations

265 Franklin Street Suite 401, Boston, MA 02110 • United States

5 Elm Street Suite 5, Danvers, MA 01923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Danvers MA 05/2016 07/2025
Private Client Services, Llc Danvers MA 07/2025 Present
Mayflower Advisors, Llc Danvers MA 07/2025 Present
  • 05/2016 → 07/2025
    Danvers, MA
  • 07/2025 → Present
    Private Client Services, Llc
    Danvers, MA
  • 07/2025 → Present
    Mayflower Advisors, Llc
    Danvers, MA
Previous Registrations
  • 2016-06-01 → 2025-09-12
    Danvers, MA
    Danvers, MA
  • 2012-03-26 → 2016-05-27
    St Louis, MO
    Topsfield, MA
    Danvers, MA
  • 2009-09-15 → 2012-04-05
    Usaa Financial Planning Services
    Danvers, MA
    Needham, MA
    San Antonio, TX
  • 2008-05-02 → 2009-07-24
    Boston, MA
    Boston, MA
  • 2004-02-02 → 2005-09-16
    Ifmg Securities, Inc.
    Lexington, MA
  • 2003-05-13 → 2004-02-09
    Quick & Reilly, Inc.
    Cambridge, MA
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) Mr. Mitchell is dually registered as an Investment Advisor Representative ("IAR") with Mayflower Financial Advisors, LLC ("Mayflower") and Registered Representative ("RR") Private Client Services, LLC ("PCS"). Business is conducted from 5 Elm Street, Suite 5, Danvers, MA 01923. Approximately 90% of Mr. Mitchell's time is spent as an IAR of Mayflower, with the balance as an RR of PCS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-24
S63 Uniform Securities Agent State Law Examination 1998-02-24
  • S65 Uniform Investment Adviser Law Examination
    2008-04-24
  • S63 Uniform Securities Agent State Law Examination
    1998-02-24

View on SEC IAPD

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