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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-12-11 |
Branch Locations
24 Shipyard Drive Suite 201, Hingham, MA 02043 • United States
346 Commercial Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagship Harbor Advisors, Llc | Hingham | MA | 12/2015 | Present |
| Lpl Financial Llc | Hingham | MA | 12/2015 | Present |
1. 12/10/2015 - ChartHouse Capital, LLC - INV REL - 24 Shipyard Dr, Suite 201 Hingham, MA 02043 - Non-Variable Insurance - START 12/11/2015 - Term, Whole life, fixed, LTC 2. 12/10/2015 - ChartHouse Capital, LLC - INV REL - 24 Shipyard Dr, Suite 201 Hingham, MA 02043 - DBA for LPL Business (entity for LPL business) - START 12/11/2015 3. 3/30/2016: Flagship Harbor Advisors - DBA: (Hybrid) ChartHouse Capital, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/11/2015 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 95%. 4. 8/25/2016: Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 12/11/2015 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through "Flagship Harbor Advisors", an independent investment advisor firm. I started this business activity in 12/2015. I expect to spend approximately 140 hours 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. 5. 2/20/2019 - Habeeb Law - Investment Related - 24 Shipyard Dr., Suite 201, Hingham, MA 02043 - Real Estate Rental - Started 02/01/2019 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-13 |
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