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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-06-18 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Bellingham, 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 | Fort Mill | SC | 09/2013 | 02/2019 |
| Lpl Financial Llc | Boston | MA | 06/2019 | 11/2024 |
| Winthrop Advisory Group Llc | Boston | MA | 04/2019 | Present |
| None | Bellingham | MA | 02/2019 | 04/2019 |
| Highland Capital Brokerage | Boston | MA | 08/2019 | Present |
1) 08/2019 - Non-Variable Insurance (Various Carriers) - Investment - Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - 80 Hours Per Month/4 Hours During Securities Trading. 2) 08/2019 - Highland Capital Brokerage - Investment Related - At Reported Business Locations - Non-Variable Insurance Producer - 80 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-15 |
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