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1 New Hampshire Ave Suite 125, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-07-28 |
Branch Locations
1 New Hampshire Ave Suite 125, Portsmouth, NH 03801 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florham Park | NJ | 08/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florham Park | NJ | 11/2016 | 04/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 04/2019 | 07/2019 |
| Unemployed | Basking Ridge | NJ | 07/2019 | 09/2020 |
| Estate Planners Of New England | Portsmouth | NH | 09/2020 | 03/2022 |
| Estate Planners Of New England, Llc | Portsmouth | NH | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-05 |
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