Philip John Mathey

Current Employers

Employment History

• 04/2011 → Present
  Lpl Financial, Llc
  Arlington, MA
• 04/2011 → Present
  Flagship Harbor Advisors, Llc
  Arlington, MA

Previous Registrations

• 2007-06-05 → 2011-04-29
  Edward Jones
  Arlington, MA
  St Louis, MO
  Woburn, MA

Other Businesses

(1) 04/18/2011: No Business Name - Real Estate Rental - Investment Related - At Reported Business Location(s) - 1% Time Spent - Own a two family home (2) 04/21/2011: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Providing fixed insurance and fixed annuities to clients (3) 06/07/2011: Flagship Harbor Advisors, LLC - Registered Investment Advisor - DBA: (HYBRID) Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - 95% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in May, 2011. I expect to spend approximately 95% of the time spent 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. (4) 09/16/2011: No Business Name - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - 0% Time Spent - Barbara Mathey who is my mother. (5) 08/13/2013: Flagship Harbor Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2007-05-31
• S63 Uniform Securities Agent State Law Examination
  2005-05-16