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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
Branch Locations
1 Harris Street, Newburyport, MA 01950 • United States
Marblehead, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salem | MA | 02/2009 | 03/2021 |
| Salem Five Cents Savings Bank | Salem | MA | 02/2009 | 03/2021 |
| Raymond James Financial Services Advisors | Beverly | MA | 03/2021 | 09/2021 |
| Raymond James Financial Services, Inc. | Beverly | MA | 03/2021 | 09/2021 |
| Boston Harbor Wealth Advisors | Westborough | MA | 03/2021 | 09/2021 |
| Rockland Trust Bank, Investment Management Group | Peabody | MA | 12/2021 | 10/2024 |
| Lpl Financial Llc | Peabody | MA | 04/2022 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Port Wealth Management | Newburyport | MA | 10/2024 | Present |
1. Fixed insurance sales; Located at One Harris Street, Newburyport, MA 01950, as of 09/25/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2., Owner, J.G. Meakin Company, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/15/2024; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-27 |
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