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Advisor at HARBOR ADVISORY CORPORATION
PORTSMOUTH, NH
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 |
|---|---|---|---|---|---|---|
| HARBOR ADVISORY CORPORATION | Independent wealth | Feb 16, 2021 | n/a | yes | PORTSMOUTH, NH | Current employment |
| BEAUMONT FINANCIAL PARTNERS LLC | Former SEC adviser | Oct 31, 2011 | Nov 17, 2020 | no | NEEDHAM, MA|NEEDHAM, MA | Previous registration |
| SHEPHERD KAPLAN LLC | Asset manager | Aug 23, 2010 | Oct 17, 2011 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEAUMONT FINANCIAL PARTNERS LLC | HARBOR ADVISORY CORPORATION | Nov 17, 2020 | Feb 16, 2021 | 91 | Firm change | RIA to RIA |
| SHEPHERD KAPLAN LLC | BEAUMONT FINANCIAL PARTNERS LLC | Oct 17, 2011 | Oct 31, 2011 | 14 | Firm change | Other |