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Advisor at MAYFLOWER ADVISORS
BOSTON, MA | DANVERS, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | Mixed wealth | Jul 11, 2025 | n/a | yes | BOSTON, MA|DANVERS, MA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 1, 2016 | Sep 12, 2025 | no | DANVERS, MA|DANVERS, MA | Previous registration |
| EDWARD JONES | National bd RIA | Mar 26, 2012 | May 27, 2016 | no | ST LOUIS, MO|TOPSFIELD, MA|DANVERS, MA | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Sep 15, 2009 | Apr 5, 2012 | no | DANVERS, MA|NEEDHAM, MA|SAN ANTONIO, TX | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 2, 2008 | Jul 24, 2009 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| IFMG SECURITIES, INC. | n/a | Feb 2, 2004 | Sep 16, 2005 | no | LEXINGTON, MA | Previous registration |
| QUICK & REILLY, INC. | n/a | May 13, 2003 | Feb 9, 2004 | no | CAMBRIDGE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MAYFLOWER ADVISORS | Sep 12, 2025 | Jul 11, 2025 | -63 | Firm change after gap | Ibd to RIA |
| EDWARD JONES | LPL FINANCIAL LLC | May 27, 2016 | Jun 1, 2016 | 5 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | EDWARD JONES | Apr 5, 2012 | Mar 26, 2012 | -10 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | USAA FINANCIAL PLANNING SERVICES | Jul 24, 2009 | Sep 15, 2009 | 53 | Firm change | Other |
| IFMG SECURITIES, INC. | ADVICE AND PLANNING SERVICES | Sep 16, 2005 | May 2, 2008 | 959 | Firm change after gap | Other |
| QUICK & REILLY, INC. | IFMG SECURITIES, INC. | Feb 9, 2004 | Feb 2, 2004 | -7 | Firm change | Other |