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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1400 Computer Drive Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Charlestown | MA | 06/2012 | 09/2016 |
| Raymond James Financial Services,Inc | Westborough | MA | 09/2016 | Present |
| Boston Harbor Wealth Advisors | Acton | MA | 09/2016 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | Westborough | MA | 03/2018 | Present |
| Boston Harbor Wealth Advisors, Llc | Westborough | MA | 10/2016 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
Name of Business : Boston Harbor Wealth Advisors LLC Address: 200 Ledgewood Pl Ste 101,Rockland, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Independent Contractor Investment Related:No Start Date: 10/18/2016 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 120 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-12 |
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