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11 East Street, Franklin, MA 02038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities Llc | Guaynabo | PR | 09/2012 | 12/2016 |
| Lpl Financial Llc | Franklin | MA | 12/2016 | Present |
| Byrne Financial Freedom, Llc | Franklin | MA | 12/2016 | Present |
1. 12/9/2016 - BYRNE FINANCIAL FREEDOM - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/9/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 1/3/2017 - Liberty Life Assurance Co. Of Boston - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/21/2016 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 8/8/2017 - First American Insurance Underwriters - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/31/2017 - 4 Hours Per Month/2 Hours During Securities Trading. 4. 10/2/2017 - Byrne Financial Freedom, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/09/2016 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Byrne Financial Freedom LLC, an independent investment advisor firm. I started this business activity in 12/09/2016. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 1/5/2022 - Affinity Wealth Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 1/4/2022 - 160 Hours Per Month/160 Hours During Securities Trading - ADV fees and brokerage commissions. 6. 09/12/2023 - GWH Holdings LLC - Not Investment Related - Medway, MA - Business Entity For Tax/Investment Purposes Only - Start Date 01/11/2021- 1 Hours Per Month 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-15 |
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