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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-01 |
| MA | RA | APPROVED | 2017-10-16 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Rockville Centre, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 01/2016 | 12/2024 |
| Winthrop Advisory Group, Llc | Boston | MA | 05/2017 | Present |
Clearview Advisory Group, Inc. - Not investment-related - Personal services / compensation entity. S-Corporation owned by the registered representative and used solely to receive advisory compensation for services performed through the registered investment adviser. The entity does not solicit clients, is not client-facing, is not used as a DBA, and has no employees. Position: President / Owner / Officer. Start Date: 3/19/2026. Hours per Month: De minimis (administrative only).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-24 |
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