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400 Trade Center - Suite 4990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-04 |
| 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 | 07/2011 | Present |
| Flagship Private Wealth, Llc | Woburn | MA | 03/2015 | Present |
(1) 07/28/2015: FLAGSHIP PRIVATE WEALTH, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Rvelated - At Reported Business Location(s) - START 04/01/2015 - 100 HOURS PER MONTH, 5 DURING TRADING - I provide investment advisory services through Flagship Private Wealth, LLC, an independent investment advisor firm. I started this business activity in 04/01/2015. I expect to spend approximately 100 hr 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. (2) 08/21/2017 - Flagship Private Wealth, LLC - Investment Related - At reported Business location(s) - DBA for LPL Business (entity for LPL business) - start date 06/22/2012 - 140 hours per month, 130 hours during securities trading. (3) 8/24/2017 - Flagship Private Wealth, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 09/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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