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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-05-20 |
Branch Locations
346 Commercial Street, Boston, MA 02109 • United States
2 Electronics Ave. Suite 34, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagship Harbor Advisors, Llc | Danvers | MA | 05/2013 | Present |
| Lpl Financial Llc | Newburyport | MA | 05/2013 | Present |
(1) 05/20/2013: Flagship Harbor Advisors, LLC - Registered Investment Advisor - DBA: Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - 90% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in May, 2013. I expect to spend approximately 90% 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. (2) 05/20/2013: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Agent fixed insurance, offers term, LTC, universal life, DI, and whole life (3) 08/24/2016: Parker Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 2 Electronics Ave., Ste. 34, Danvers, MA 01923 - Start 08/22/2016 - 35 Hr/Mo; 8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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