Best Investors Account Sign in
Inactive

Daniel Robert Zibinskas

Harbor Advisory Corporation

Portsmouth, NH

Claim This Profile
Current Employers
Harbor Advisory Corporation

500 Market St. Suite 1A, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-02-17
TX RA APPROVED_RES 2021-02-16
  • NH RA
    APPROVED
    Since 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-02-16

Branch Locations

500 Market Street, Suite 11, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beaumont Financial Partners, Llc Needham MA 10/2011 11/2020
Harbor Advisory Corporation Portsmouth NH 11/2020 Present
Previous Registrations
  • 2011-10-31 → 2020-11-17
    Beaumont Financial Partners Llc
    Needham, MA
    Needham, MA
  • 2010-08-23 → 2011-10-17
    Shepherd Kaplan Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-18
S63 Uniform Securities Agent State Law Examination 1992-11-20
  • S65 Uniform Investment Adviser Law Examination
    2010-08-18
  • S63 Uniform Securities Agent State Law Examination
    1992-11-20
Designations
Other Names
  • Daniel R Zibinskas

View on SEC IAPD

Other Firms

CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor