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Gilford, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-20 |
| NH | RA | APPROVED | 2023-06-21 |
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 |
|---|---|---|---|---|
| Fieldpoint Private Securities, Llc | Greenwich | CT | 06/2011 | Present |
| Hampshire Family Office | Bedford | NH | 11/2022 | Present |
Fieldpoint Private Trust, LLC; Not investment related; 212 S. Main Street, Suite 157, Sioux Falls, SD 57104; Administrative trustee that delegates to other RIA's and investment advisers. Trust company that is a wholly owned subsidiary of Fieldpoint Private Holdings; President; 12/10/2021; Hours per month will vary; Hours during securities trading hours will vary; Responsibility for managing the overall operations of the trust company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-28 |
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