James Alexander Bianchi

Current Employers

Employment History

• 01/2013 → 08/2017
  Cadaret, Grant & Co., Inc.
  Norwell, MA
• 08/2017 → Present
  Lpl Financial Llc
  Boston, MA
• 06/2017 → 10/2018
  The Patriot Financial Group
  Norwell, MA
• 10/2018 → 12/2021
  Bay Financial Advisors, Inc.
  Norwell, MA
• 12/2017 → Present
  Lpl Financial Llc
  Boston, MA
• 07/2005 → Present
  Bbg Agency, Llc
  Boston, MA
• 08/2017 → Present
  Bianchi Associates, Inc.
  Boston, MA
• 08/2017 → Present
  Bca Financial Group
  Boston, MA
• 11/2021 → Present
  Liability Risk Solutions, Llc
  Boston, MA
• 07/2022 → Present
  Liability Solutions, Llc
  Boston, MA
• 03/2025 → Present
  Atlas Fiduciary Services, Inc.
  Boston, MA

Previous Registrations

• 2018-10-29 → 2021-12-31
  Bay Financial Advisors, Inc.
  Norwell, MA
  Waltham, MA
• 2017-08-02 → 2018-06-29
  The Patriot Financial Group, Llc
  Norwell, MA
  Walpole, MA
• 2013-01-04 → 2017-08-02
  Cadaret, Grant & Co., Inc.
  Norwell, MA
  Syracuse, NY
  Norwell, MA
• 2002-07-30 → 2013-01-03
  New England Securities
  So.BOston, MA
  Boston, MA
  Boston, MA

Other Businesses

1) BBG Agency, LLC; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) Killington Mountain School; Not investment-related; 4125 Killington Road, Killington, VT. 05751; Charitable Organization; Board Member; Raise money and strategize with leadership; Less than 5% of time during the month. 3) World Cup Dreams Foundation; Not investment-related; 4125 Killington Road, Killington, VT. 05751; Charitable Organization; Board Member; Raise money and strategize with leadership; Less than 5% of time during the month. 4) Bianchi Associates, Inc.; Not investment-related; 180 Canal Street Suite 601, , Boston, MA. 02114; Business entity for tax/investment purposes; Owner; Less than 5% of time during the month. 5) BCA Financial Group; Investment-related; Same address; Licensed insurance agent / Managing Member of Liability Risk Solutions, LLC / Doing Business As ("DBA") name for advisory activities conducted via Atlas Fiduciary Services, Inc.; Insurance sales; Implementation of insurance recommendations; Owner / Investment Advisor Representative. Full-time position. 6) Liability Risk Solutions, LLC; Not investment-related; Same address; Managing Member of Liability Solutions, LLC; Strategic management; Business strategy; Member; Less than 5% of time during the month. 7) Liability Solutions, LLC; Not investment-related; Same address; Holding Company; Strategic management; Business strategy; Member; Less than 5% of time during the month. 8) On a temporary and transitional basis, Mr. Bianchi will be dually registered as an Investment Advisor Representative ("IAR") with Atlas Fiduciary Services, Inc. ("AFS") and LPL Financial LLC ("LPL Financial") and as a Registered Representative ("RR") with LPL Financial. AFS and LPL Financial are not affiliated entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-07
• S63 Uniform Securities Agent State Law Examination
  1992-06-18

Designations