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William Francis Lefavor

Stage Harbor Financial

Westwood, MA

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Current Employers
Stage Harbor Financial

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-02-20
  • MA RA
    APPROVED
    Since 2018-02-20

Branch Locations

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • 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
Weston Securities Corporation Wellesley MA 08/2016 02/2018
Stage Harbor Financial Needham MA 02/2018 Present
  • 08/2016 → 02/2018
    Weston Securities Corporation
    Wellesley, MA
  • 02/2018 → Present
    Needham, MA
Previous Registrations
Other Businesses

1) GBH Partners LLC, 197 First Ave., Suite 220, Needham, Massachusetts 02494. Insurance Sales. Owner/Partner, Not Investment related, Time Spent 1% per month, Entity established to receive an assignment of commissions from sales activities including insurance products. GBH Partners LLC is not a licensed agency, no activity is done under GBH Partners. The activities and associated record keeping remains separate from Stage Harbor Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-13
  • S66 Uniform Combined State Law Examination
    2006-04-13
Designations

View on SEC IAPD

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