James Patrick Flynn

Current Employers

Employment History

• 05/2016 → 09/2016
  Santander Bank Na
  Boston, MA
• 05/2016 → 09/2016
  Santander Securities Llc
  San Juan, PR
• 09/2016 → 02/2020
  Infinex
  Meriden, CT
• 09/2016 → 02/2020
  Bridgewater Savings
  Raynham, MA
• 02/2020 → Present
  Lpl Financial Llc
  Hingham, MA

Previous Registrations

• 2016-10-31 → 2020-02-18
  Osaic Institutions, Inc.
  Bridgewater, MA
  Bridgewater, MA
• 2016-05-17 → 2016-09-09
  Santander Securities Llc
  Boston, MA
  Boston, MA
  Norwood, MA
  Westwood, MA
  Dedham, MA
  Boston, MA
  Framingham, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Norwood, MA
• 2015-12-11 → 2016-05-03
  Cuso Financial Services, L.P.
  Cambridge, MA
  Medford, MA
  Danvers, MA
  Malden, MA
• 2014-06-09 → 2015-09-02
  Citizens Securities, Inc.
  Fairhaven, MA
  Fairhaven, MA
  Dartmouth, MA
  Fall River, MA
  So. Dartmouth, MA
• 2011-12-02 → 2012-03-21
  B. Riley Wealth Advisors, Inc.
  Braintree, MA
• 2007-03-01 → 2009-11-27
  Cantella & Co., Inc.
  Malden, MA
  Hingham, MA

Other Businesses

1)02/07/2020 - Geneva Private Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 2)09/07/2022 - Geneva Private Wealth Management LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - CEO/Founder - Start Date - 08/31/2022 - 1 Hours Per Month/1 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-19
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• James Patrick Flynn
• James Patrick Flynn
• James Patrick Flynn