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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-30 |
| VT | RA | APPROVED | 2025-07-29 |
| ME | RA | APPROVED | 2021-12-13 |
| MA | RA | APPROVED | 2021-05-25 |
| NH | RA | APPROVED | 2018-01-04 |
Branch Locations
402 Amherst Street Suite 403, Nashua, NH 03063 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Resources | Nashua | NH | 09/2009 | 12/2020 |
| V.E.B.S. | Escondido | CA | 07/2012 | 06/2022 |
| Retirement Wealth Advisors | Nashua | NH | 01/2018 | Present |
| Lockwood Place Condo Association | Hudson | NH | 01/2015 | 02/2020 |
| Leon Simoneau | Nashua | NH | 09/2009 | Present |
LEON SIMONEAU; INVESTMENT RELATED; 402 AMHERST ST, SUITE 403, NASHUA, NH, 03063; INSURANCE; OWNER; STARTED 09/2009; 50 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
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