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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-10 |
| MA | RA | APPROVED | 2021-01-14 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
449 Addison Park Ln, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boston | MA | 05/2009 | 08/2020 |
| Private Client Services | Boston | MA | 08/2020 | Present |
| Mayflower Financial Advisors, Llc | Boston | MA | 08/2020 | Present |
(1) ADDISON ESTATES HOMEOWNERS ORG, NOT INV RELATED, BOCA RATON, FL, TREASURER, START: 2/1/2012, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES:BILL PAY FOR ASSOC. (2) PRIVATE CLIENT SERVICES, INV RELATED, BOSTON, MA, REGISTERED REPRESENTATIVE, START: 08/2020, 80 HOURS PER MONTH/80 HRS DUYRING TRADING, DUTIES: SALE OF SECURITIES. (3) Mr. Glazer is dually-registered with Mayflower Advisors and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Glazer has served as an investment advisor representative for Mayflower and a registered representative with PKS since 08/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Glazer's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-10 |
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