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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-11 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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