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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-06 |
| MA | RA | APPROVED | 2010-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | Boston | MA | 09/1992 | Present |
| Lpl Financial, Llc | Boston | MA | 12/2010 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 12/2010 | Present |
(1) 12/14/2010: No Business Name - Real Estate Rental - Investment Related - 342-346 Commercial Street unit C-1. Boston, MA. 02109 (2) 12/14/2010: Silver St, LLC - Real Estate Rental - Investment Related - 261 Solver St # 1. Boston, MA. 02127 - Owns rental property (3) 02/08/2011: Flagship Harbor Advisors - Registered Investment Advisor - DBA: (Hybrid) Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - 50% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in December, 2010. I expect to spend approximately 50% of the time spent 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. (4) 10/17/2011: Munroe Morrow Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (5) 10/17/2011: Munroe Morrow Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - Offering fixed insurance and fixed annuities to clients and prospects. (6) 09/12/2014: Silver St, LLC - Real Estate Rental - Investment Related - 220 Commercial Street, unit 2F, Boston, MA 02109 - Started 01/01/1997 - 1 Hr/Mo; 0 Hours During Securities Trading - Owns rental property at 261 Silver St # 1. Boston, MA. 02127 (7) 07/06/2015: JMB LLC - Real Estate Rental - Investment Related - 15 Main Street Unit E, Charlestown, MA 02129 - Started 10/24/2014 - 1 Hr/Mo; 0 Hours During Securities Trading (8) 01/28/2026 - Guardian Life / Bulfinch Group - Non-Variable Insurance - Insurance Broker - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 5 hours per month/ during trading (9) 07/10/2026 - Ash Brokerage Corporation - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/08/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-23 |
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