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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
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