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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-26 |
| MA | RA | APPROVED | 2017-10-11 |
| TX | RA | APPROVED | 2017-05-16 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | MA | 11/1993 | 12/2024 |
| Winthrop Advisory Group, Llc | Boston | MA | 05/2017 | Present |
| Winthrop Investment Management, Llc | Boston | MA | 11/2000 | Present |
| Big Earl, Llc | Boston | MA | 12/2025 | Present |
12/23/2025 - Big Earl, LLC - Manager - Investment Related - At Reported Business Locations - Family LLC for Investment/Estate Planning Purposes - <1 Hour Per Month/0 Hours During Securities Trading. 11/2/2000 - Winthrop Investment Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Tax purposes only. <1 Hour Per Month/0 Hours During Securities Trading. 09/20/2019 - DCFAF CF, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Member - Started 09/20/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 09/13/2019 - CW Co-Invest, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Member - Started 09/13/2019 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-19 |
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