Mark William Shevlin

Current Employers

Flagship Harbor Advisors, Llc

346 Commercial Street, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-12-05

NY RA
APPROVED

Since 2023-12-05

Branch Locations

Greenfield, NY • United States

346 Commercial Street, Boston, MA 02109 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Queensbury	NY	10/2015	Present
Flagship Harbor Advisors, Llc	Boston	MA	12/2023	Present

10/2015 → Present

Lpl Financial

Queensbury, NY
12/2023 → Present

Flagship Harbor Advisors, Llc

Boston, MA

Other Businesses

1. 11/6/15-Shevlin Wealth Management/DBA for LPL Business (entity for LPL business)/1) No 2) No 3) No 4) No/100%/66 North Church Lane Queensbury, NY 12804 2. 11/6/15-Mark W. Shevlin Independent Agent/Non-Variable Insurance/1) life, LTC, health, disability; fixed annuities; 2) agent; 3) n/a; 4) yes; 5) no/100%/66 North Church Lane, 3. 12/03/2015 * Flagship Harbor Advisors, LLC * Registered Investment Advisor Hybrid * (Hybrid) Flagship Harbor Advisors, LLC * inv rel * at reported business location(s) * start 11/2015 * time spent 100% 4. 02/06/2019 - Not investment related - At reported business location(s) - Shevlin Wealth Management Corporation - Business Entity For Tax/Investment Purposes Only - Start date:01/04/2019 - 1 hr/mo.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-04
S63	Uniform Securities Agent State Law Examination	2001-10-01

S65 Uniform Investment Adviser Law Examination

2023-12-04
S63 Uniform Securities Agent State Law Examination

2001-10-01