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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
900 Cummings Center Suite 201, Beverly, MA 01915 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton Financial Inc. | Hamilton | MA | 05/1983 | Present |
| Lincoln Financial Securities Corporation | Beverly | MA | 05/1981 | 03/2017 |
| Raymond James Financial Services,Inc | Beverly | MA | 02/2017 | 06/2024 |
| Boston Harbor Wealth Advisors, Llc | Acton | MA | 02/2017 | 10/2018 |
| Raymond James Financial Services Advisors Inc. | Beverly | MA | 03/2018 | 06/2024 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| One Seven D/B/A The Hamilton Group | Beachwood | OH | 09/2025 | Present |
| Fortune Financial Services, Inc. | Beverly | MA | 09/2025 | Present |
| World Investment Advisors, Llc Formerly Pensionmark Financial Gr | Lincroft | NJ | 07/2024 | 09/2025 |
| Lincoln Financial Securities Corporation | Beverly | MA | 12/2010 | 03/2017 |
| D/B/A The Hamilton Group | Beverly | MA | 04/2018 | 12/2018 |
| D/B/A Boston Harbor Wealth Advisors | Beverly | MA | 01/2019 | 06/2024 |
1) Boston Symphony Orchestra. Not Investment-related business. Boston, MA. Presentation of Music. Member of Board of Advisors. 07/2017. 1 hour of month devoted . 1 hour a month during trading hours. Advisory only. 2) Gloucester Cultural Civic Center. Not investment-related business. Gloucester, MA. Build and Operate performance and convention center in Gloucester to be known as Pier 58 Gloucester. Chairman of Board. 7/2019. 1 hour of month devoted . 1 hour a month during trading hours. Chair Board
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-09 |
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