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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Tampa | FL | 10/2013 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Bay Harbor Private Wealth Group | Tampa | FL | 10/2023 | Present |
1. Fixed insurance sales; as of 8/28/2023; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Quickie Transport, LLC, heavy equipment transportation business; Located at 13014 Creek Manor Ct, Riverview, FL 33569; as of 2/02/2022; Less than 1% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner, Bay Harbor Private Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/06/2023; 80% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
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