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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shepherd Financial Partners | Winchester | MA | 12/2016 | 01/2017 |
| University Of New Hampshire | Durham | NH | 09/2013 | 05/2017 |
| Lending Club Patient Solutions | Westborough | MA | 06/2017 | 10/2017 |
| Lpl Financial | Boston | MA | 12/2016 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 03/2018 |
| Cantella & Co., Inc. | Boston | MA | 03/2018 | 06/2019 |
| Lpl Financial | Boston | MA | 06/2019 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 06/2019 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 10/2019 | Present |
1)06/13/2019 - Flagship Harbor Advisors, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2019 2). 06/26/2019 - Flagship Harbor Advisors, LLC - DBA:(Hybrid) Munroe Morrow Wealth Management - Admin - Registered Investment Advisor Hybrid - start date:6/12/2019 - 160 hrs/mo - 8 hrs during trading - 100% time spent - I provide administrative support to Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in 06/2019. 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 | 2017-12-18 |
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