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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-07-02 |
Branch Locations
2121 Lohmans Crossing Road Ste 504-178, Lakeway, TX 78734 • United States
346 Commercial Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lakeway | TX | 07/2013 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 07/2013 | Present |
(1) 07/02/2013 - TRESTLEBRIDGE CAPITAL/ DBA ONLY/ 100%/ LAKEWAY, TX (2) 07/03/2013 - FLAGSHIP HARBOR ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - 100% OF TIME SPENT - LAKEWAY, TX. (3) 8/27/2013: NON-VARIABLE INSURANCE - OFFERING FIXED INSURANCE AND FIXED ANNUITIES (NOT INDEXED ANNUITIES) TO CLIENTS AND PROSPECTS. - TIME SPENT 1% - LAKEWAY, TX. (4) 9/20/2013: REGISTERED INVESTMENT ADVISOR DBA - FLAGSHIP HARBOR ADVISORS, LLC - (HYBRID) TRESTLEBRIDGE CAPITAL - LAKEWAY, TX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
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