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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-14 |
Branch Locations
346 Commercial Street, Boston, MA 02109 • United States
Sommers, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Long Meadow | MA | 09/2014 | Present |
| Flagship Harbor Advisors, Llc | Longmeadow | MA | 04/2017 | Present |
1. 11/9/2017 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2017 - 20 Hours Per Month During Securities Trading. 2. 11/14/2017 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 11/02/2017 - 25 Hours Per Month/20 Hours During Securities Trading. 3. 12/21/2017 - No Business Name - Investment Related -At Reported Business Location(s) - Non-Variable Insurance - Fixed insurance sales - start date 11/06/2017 - 20 hours per month/10 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-21 |
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