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Current Employers
Flagship Harbor Advisors, Llc

346 Commercial Street, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-01-11
  • MA RA
    APPROVED
    Since 2022-01-11

Branch Locations

346 Commercial Street, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of New Hampshire Durham NH 09/2014 05/2018
Mansfield Public Schools Mansfield MA 05/2014 10/2018
Ernst & Young Boston MA 10/2018 03/2021
Lpl Financial Llc Boston MA 03/2021 Present
Flagship Harbor Advisors, Llc Boston MA 12/2021 Present
  • 09/2014 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 05/2014 → 10/2018
    Mansfield Public Schools
    Mansfield, MA
  • 10/2018 → 03/2021
    Ernst & Young
    Boston, MA
  • 03/2021 → Present
    Lpl Financial Llc
    Boston, MA
  • 12/2021 → Present
    Boston, MA
Other Businesses

1. 01/14/2022 - Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/11/2022 - 40 Hours Per Month/30 Hours During Securities Trading. 2. 1/27/2022 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/11/2022 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-12
  • S66 Uniform Combined State Law Examination
    2021-10-12

View on SEC IAPD

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