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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
| MA | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | 01/2025 |
| Unemployed | Canton | MA | 02/2024 | 04/2024 |
| State Street Bank | Boston | MA | 05/1994 | 01/2024 |
| Lpl Financial Llc | Canton | MA | 01/2025 | Present |
1) 12/2024 - Flagship Harbor Advisors, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 130 Hrs per month - 80% Time Spent 2) 12/2024 -Real Estate Rental / Owner / Ind Related / Malden, MA 02148, Revere, MA 02151 / Start date 01/01/2012 - 5 Hrs per month - 1% Time Spent 3) 01/09/2025 - Flagship Harbor Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/06/2025 - 130 Hrs/Mth - 6.30 Hrs During Trading.I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 130 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. 4) 11/21/2025 - Real Estate Rental - Owner - Malden, MA & Katy, TX - Investment Related - Start Date 01/01/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
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