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346 Commercial Street, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 03/2017 | 05/2022 |
| New Cove Aqua Farmer | Duxbury | MA | 05/2014 | 03/2017 |
| St. Sebastien's School | Needham | MA | 02/2017 | 06/2017 |
| Fidelity Investments | Smithfield | RI | 05/2022 | 01/2025 |
| Lpl Financial Llc | Boston | MA | 01/2025 | Present |
| Flagship Harbor Advisors, Llc | Boston | MA | 01/2026 | Present |
1 - 03/2025 - Munroe Morrow Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 03/2025 - Laxachusetts - Coach/ Sports/ Fitness - Not Inv Related - 12 Hours/Month - MA 02190 - OBA Start Date: 06/01/2016. 3 - 03/27/2025 - Flagship Harbor Advisors - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:01/21/2025 - 0 Hrs/Mth - 0 Hrs During Trading.I provide administrative support to Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 0 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 | 2025-06-18 |
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