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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-11 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | MA | 12/2010 | 12/2021 |
| Flagship Harbor Advisors, Llc | Boston | MA | 12/2021 | Present |
1. 12/16/2011: NON-VARIABLE INSURANCE - PINNACLE INSURANCE & FINANCIAL SERVICES - GENERAL AGENCY FOR FIXED INSURANCE PRODUCTS; PRODUCER. - 1% OF TIME SPENT. 2. 12/19/2011: DBA ONLY - CONCIERGE WEALTH MANAGEMENT. 3. 12/21/2021 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/13/2021 - 35 Hours Per Month/25 Hours During Securities Trading - Time Spent 16% - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 35 hours 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-24 |
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