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Jonathan Edward Coughlin

Flagship Harbor Advisors, LLC

Boston, MA

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Current Employers
Flagship Harbor Advisors, Llc

346 Commercial Street, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-10-30
  • MA RA
    APPROVED
    Since 2019-10-30

Branch Locations

346 Commercial Street, Boston, MA 02109 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2016 → 01/2017
    Shepherd Financial Partners
    Winchester, MA
  • 09/2013 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 06/2017 → 10/2017
    Lending Club Patient Solutions
    Westborough, MA
  • 12/2016 → 01/2017
    Lpl Financial
    Boston, MA
  • 11/2017 → 03/2018
    Axa Advisors, Llc
    New York, NY
  • 03/2018 → 06/2019
    Cantella & Co., Inc.
    Boston, MA
  • 06/2019 → Present
    Lpl Financial
    Boston, MA
  • 06/2019 → Present
    Boston, MA
  • 10/2019 → Present
    Boston, MA
Previous Registrations
  • 2018-04-04 → 2019-06-19
    Cantella & Co., Inc.
    Malden, MA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-18
  • S66 Uniform Combined State Law Examination
    2017-12-18
Other Names
  • Jon Coughlin
  • Jonathan Coughlin

View on SEC IAPD

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