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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | MA | 03/2024 | Present |
| Harbourvest Partners | Boston | MA | 03/2023 | 03/2024 |
| Boathouse, Inc. | Waltham | MA | 01/2021 | 03/2023 |
| Northeastern University | Boston | MA | 08/2017 | 01/2021 |
| Bentley University | Waltham | MA | 08/2016 | 08/2017 |
| Flagship Harbor Advisors, Llc | Boston | MA | 11/2024 | Present |
1- 08/2024 / Munroe Morrow Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING /START 3/25/2024 2- 09/10/2024 - Flagship Harbor Advisors - Registered Investment Advisor - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/25/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity 9/2024. 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 | 2024-11-18 |
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