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HM

Harrison W. Maxfield

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CRD#: 1326921
HM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harrison Walter Maxfield III, who also goes by Harry Walter Maxfield III, Harry W Maxfield III, was a registered financial professional .

Harrison is a previously registered financial professional and started their career in finance in 1985. Harrison had worked at 7 firms and has passed the Series 63, Series 3, Series 55, Series 7, Series 28, Series 24, Series 8 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harry Walter Maxfield Iii | Harry W Maxfield Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 14, 2008 - November 10, 2011

BOSTON MERCHANT FINANCIAL SERVICES, INC.

BD
CRD#: 23739
BOSTON, MA
Past

June 6, 2008 - August 25, 2008

SECURITIES AMERICA, INC.

BD
CRD#: 10205
QUINCY, MA
Past

February 6, 1989 - June 12, 2006

BROWNCO, LLC

BD
CRD#: 1326
BOSTON, MA
Past

January 27, 1988 - June 28, 1989

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

August 11, 1987 - September 28, 1987

NEW ENGLAND DISCOUNT BROKERAGE, INC.

BD
CRD#: 17907
Past

December 10, 1985 - May 19, 1987

CLAYTON, POLLEYS & CO., INC.

BD
CRD#: 6461
Past

May 31, 1985 - November 21, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/14/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/9/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/12/2010
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1997
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/27/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


BM
BOSTON MERCHANT FINANCIAL SERVICES, INC.
BOSTON MERCHANT FINANCIAL SERVICES, INC. | T.O. RICHARDSON SECURITIES, INC.

CRD#: 23739 / SEC#: , 8-40577

BD
Terminated by SEC on 02/11/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 11/01/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BMP STANDARD, LLC.OWNER
CITI INDEX INCOWNER
MAXFIELD, HARRISON WALTER IIICHIEF COMPLIANCE OFFICER1326921

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BOSTON MERCHANT FINANCIAL SERVICES, INC.

CRD#: 23739

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