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Sean Michael Mcdonough

Onboard Financial Management, LLC

Charlestown, MA

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Current Employers
Onboard Financial Management, Llc

Charlestown, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-09-29
  • MA RA
    APPROVED
    Since 2020-09-29

Branch Locations

Charlestown, MA • 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
Winslow, Evans & Crocker, Inc. Boston MA 01/2007 09/2020
Onboard Financial Management, Llc Charlestown MA 09/2020 Present
Previous Registrations
  • 2007-10-09 → 2020-09-04
    Winslow, Evans & Crocker, Inc.
    Boston, MA
    Boston, MA
  • 2006-01-12 → 2007-10-08
    Quincy, MA
Other Businesses

1) PARTIAL OWNER OF COMMONWEALTH LIMOUSINE. 250 EVERETT ST. ALLSTON, MA 02134. PASSIVE INVESTMENT. NOT INVOLVED IN DAILY OPERATIONS. NON-INVESTMENT RELATED ACTIVITY. NO TIME DEDICATED DURING THE TRADING HOURS OF OPERATIONS. OCCASIONAL TAX PREPARATION ACTIVITY FOR EXISTING CUSTOMERS AS AN REGISTERED TAX RETURNH PREPARER. ACTIVITY IS LIMITED TO DEMINIMUS NUMBER OF CUSTOMERS. ~5 HOURS PER YEAR. 2) Licensed Insurance Professional. Same Address. Less than 10% of business time.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-25
  • S63 Uniform Securities Agent State Law Examination
    1996-09-25
Designations
Other Names
  • Sean M Mcdonough

View on SEC IAPD

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