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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-08-10 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 02/2013 | 08/2020 |
| Private Client Services | Boston | MA | 08/2020 | Present |
| Mayflower Financial Advisors, Llc | Boston | MA | 08/2020 | Present |
Mr. McLoy is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. McLoy has served as an investment advisor representative for Mayflower and a registered representative with PKS since 08/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. McLoy's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-20 |
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