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400 Trade Center - Suite 4990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-12 |
| MA | RA | APPROVED | 2015-04-21 |
Branch Locations
400 Trade Center - Suite 4990, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Woburn | MA | 08/2010 | Present |
| Flagship Private Wealth, Llc | Woburn | MA | 03/2015 | Present |
1. 2/23/2017 - Flagship Private Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2014 - 16 Hours Per Month/10 Hours During Securities Trading. 2. 3/1/2017 - Flagship Private Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/01/2015 - 100 Hours Per Month/5 Hours During Securities Trading - Provide investment advisory services through Flagship Private Wealth, LLC, an independent investment advisor firm. I started this business activity in March 2015. I expect to spend approximately 100 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. 3. 3/3/2017 - Flagship Private Wealth, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/01/2014 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-21 |
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