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Current Employers
Byrne Financial Freedom, Llc

11 East Street, Franklin, MA 02038 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NH RA APPROVED 2016-03-14
TX RA APPROVED_RES 2014-05-05
MA RA APPROVED 2013-08-19
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NH RA
    APPROVED
    Since 2016-03-14
  • TX RA
    APPROVED_RES
    Since 2014-05-05
  • MA RA
    APPROVED
    Since 2013-08-19

Branch Locations

11 East Street, Franklin, MA 02038 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Franklin MA 10/2007 Present
Byrne Financial Freedom, Llc Franklin MA 10/2007 Present
Previous Registrations
Other Businesses

(1) LPL Financial LLC DBA Byrne Financial Freedom, Investment Related, Reported Location, Broker Dealer, Registered Representative, 10/2007, 40 hrs/month (2) 08/29/2014: Byrne Financial Freedom, LLC ­ Registered Investment Advisor Hybrid ­ DBA: (HYBRID) Byrne Financial Freedom, LLC ­ INV REL ­ At Reported Business Location(s) ­ Started 08/24/2013 ­ 120 Hr/Mo; 80 Hours During Securities Trading ­ I provide investment advisory services through Byrne Financial Freedom, LLC, an independent investment advisor firm. I started this business activity in August, 2014. I expect to spend approximately 120 hours 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-10
S63 Uniform Securities Agent State Law Examination 1984-06-26
  • S65 Uniform Investment Adviser Law Examination
    2006-07-10
  • S63 Uniform Securities Agent State Law Examination
    1984-06-26
Other Names
  • James Gary Walsh
  • J. Gary Walsh

View on SEC IAPD

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