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One West Exchange Street Suite 3202, Providence, RI 02903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-29 |
| RI | RA | APPROVED | 2018-07-18 |
Branch Locations
One West Exchange Street Suite 3202, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flowpoint Capital Partners Lp | Boston | MA | 01/2014 | 09/2016 |
| Unemployed | Gloucester | MA | 10/2016 | 01/2017 |
| Whalerock Point Partners Llc | Providence | RI | 02/2017 | 06/2018 |
| Canton Hathaway Llc | Providence | RI | 07/2018 | Present |
Mr. Trotman is the Founder of Northpoint Financial Consulting, LLC, where he offers financial consulting services. Start date is 11/2024 to present. This is an investment-related activity and accounts for approximately 80 hours outside of trading hours per month of Mr. Trotman's time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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