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4 Pond Park Rd Suite 201, Hingham, MA 02043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-25 |
| MA | RA | APPROVED | 2016-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Quincy | MA | 03/2012 | 11/2019 |
| Boston Premier Wealth, Llc | Hanover | MA | 01/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 06/2024 |
1. Founding Partner/Co-Owner, Boston Premier Wealth, LLC, an entity est. to facilitate securities, advisory, and insurance business; As 11/15/19; 90% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Boston Premier Wealth, LLC'; As of 11/15/19; 15% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, BPW Realty, LLC, a private entity est. to rent commercial office space located in Hanover, MA; As of 11/15/19; 1% time spent during business hours; Conducted at branch; Investment related. 4. Co-Owner, 51 Mill Str U2 Realty Trust, a private entity est. to own and manage real estate property located in Hanover, MA; As of 11/15/19; 1% time spent during business hours; Conducted at branch; Investment related. 5. Trustee/Co-Owner, Marini Realty Trust, a private entity est. to own and manage real estate property located in South Boston & Marshfield, MA; As of 09/20/13; 1% time spent during business hours; Not conducted at branch; Investment related. 6. Co-Owner of a residential rental property located in Nashua, NH; As of 11/15/19; 1% time spent during business hours; Not conducted at branch; Investment related. 7. Co-Owner, BostonPremier Holdings, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 8. Co-Owner, BostonPremier Legacy Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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