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Current Employers
Byrne Financial Freedom, Llc

11 East Street, Franklin, MA 02038 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-12-12
  • MA RA
    APPROVED
    Since 2016-12-12

Branch Locations

11 East Street, Franklin, MA 02038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2013-11-04 → 2016-12-14
    Norwood, MA
    West Newton, MA
    Norwood, MA
    Westwood, MA
    Newton, MA
    Dedham, MA
    Lexington, MA
    Norwell, MA
    Dedham, MA
    Weymouth, MA
    Cohasset, MA
    Worcester, MA
    Boston, MA
    Dedham, MA
    Walpole, MA
    Framingham, MA
    Wollaston, MA
    Quincy, MA
    Dedham, MA
    Boston, MA
    Quincy, MA
    Wollaston, MA
    Walpole, MA
    Wollaston, MA
    Westwood, MA
    Walpole, MA
    Plainville, MA
    Norwood, MA
    Norwood, MA
    Wollaston, MA
    Foxboro, MA
    Bellingham, MA
    Norfolk, MA
    Dedham, MA
    Framingham, MA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-01
S63 Uniform Securities Agent State Law Examination 2010-04-15
  • S65 Uniform Investment Adviser Law Examination
    2013-11-01
  • S63 Uniform Securities Agent State Law Examination
    2010-04-15
Other Names
  • Jason S Weiss
  • Jason Weiss

View on SEC IAPD

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