Erik Lawson Jefferson

Current Employers

Employment History

• 02/2012 → 09/2021
  Lpl Financial, Llc
  Boston, MA
• 09/2021 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA
• 09/2021 → Present
  Lpl Financial, Llc
  Boston, MA

Other Businesses

1. 9/24/2021 - Trestlebridge - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/24/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 9/29/2021 - Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/30/2021 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 9/29/2021 - TrestleBridge Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/27/2021 - 80 Hours Per Month/65 Hours During Securities Trading. 4. 12/06/2021 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 09/24/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 09/13/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2021 - 1 Hour Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-21
• S66 Uniform Combined State Law Examination
  2008-09-05