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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Northborough | MA | 12/1992 | 04/2017 |
| Raymond James Financial Services, Inc. | Northborough | MA | 04/2017 | 06/2024 |
| Boston Harbor Wealth Advisors, Llc | Northborough | MA | 04/2017 | 10/2018 |
| Raymond James Financial Services Advisors Inc. | Northborough | MA | 03/2018 | 06/2024 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1)Name of Business: Boston Harbor Wealth Advisors, LLC Address: 1400 Computer Drive Suite 201, Westborough, MA, 01581, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/21/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Lessner Wealth Advisors Address: 1400 Computer Drive Suite 201, Westborough, MA, 01581, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advice consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-14 |
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