Best Investors
Account
Sign in
346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2012-09-21 |
Branch Locations
42 Main Street, Walpole, NH 03608 • United States
346 Commercial Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Walpole | NH | 12/2011 | Present |
| Flagship Harbor Advisors, Llc | Walpole | NH | 08/2012 | Present |
1. 8/30/2012: NON-VARIABLE INSURANCE - FLAGSHIP HARBOR ADVISORS, LLC - PROVIDING FIXED ANNUITIES AND LIFE INSURANCE WITH VARIOUS COMPANIES. - TIME SPENT 10% - WALPOLE, NH 2. 10/02/2012: FLAGSHIP HARBOR ADVISORS, LLC / REGISTERED INVESTMENT ADVISOR / TIME SPENT 50% / WALPOLE, NH 3. 04/20/2016 * Other - referral * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 04/02/2016 * My role is to refer case(s) to Attorney for handling Personal Injury/Asbestos/Medical issues. Attorney would pay referral fee for said cases as is allowed in NH. The business is not securities related and does not share office space with my securities business. The acceptable referral fee practice in NH is well established. * 1 HR/MO. 4. 4/16/2021 - Monadnock Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/15/2011 - 1 Hour Per Month/0 Hours During Securities Trading - Upon joining LPL in 2011, an LLC was formed to open the operating checking account. 5. 2/8/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 05/01/2016 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
Reach out to this advisor