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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-22 |
| MA | RA | APPROVED | 2013-11-18 |
Branch Locations
346 Commercial Street, Boston, MA 02109 • United States
Rowley, MA • 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 | Rowley | MA | 10/2013 | Present |
| Flagship Harbor Advisors, Llc | Rowley | MA | 11/2013 | Present |
(1) 10/10/2013 - FLAGSHIP HARBOR ADVISORS, LLC/ DBA ONLY/ 100%/ BOSTON, MA (2) 11/18/2013 - FLAGSHIP HARBOR ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - (HYBRID) FLAGSHIP HARBOR ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - BOSTON, MA. 3. 2/3/2014: NON-VARIABLE INSURANCE - OFFERING FIXED INSURANCE AND FIXED ANNUITIES TO CLIENTS AND PROSPECTS. - TIME SPENT 5% - BOSTON, MA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-25 |
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