Daria Rose Grady

Current Employers

Employment History

• 01/2014 → Present
  Lpl Financial, Llc
  Boston, MA
• 10/2017 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA
• 12/2023 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA
• 12/2017 → Present
  Lpl Financial, Llc
  Boston, MA

Other Businesses

1) 10/24/2017 - Monroe Morrow Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/20107 - 160 hr/mth 2) 10/24/2017 - 3A Realty Group - Mortgage/Real Estate Services - inv rel - Quincy, MA - start: 12/2015 - 6 hr/mth. 3) 8/1/2019 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 10/20/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity on 8/1/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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 advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30