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8 Main Street, Amherst, NH 03031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-17 |
| MA | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments - Putnam Retail Management | Boston | MA | 02/2011 | 01/2024 |
| Unemployed | Topsfield | MA | 01/2024 | 08/2025 |
| Amherst Financial Group, Llc | Amherst | NH | 08/2025 | Present |
Name: Phenix Salon Suites, Investment Related: No, Address: 24 Wilmor Road, Topsfield, MA 01983, Nature of the Business: Salon studio for rent. To be used to provide various beauty services, Position: Managing Partner/Owner, Hours per Month: 3-4, Hours During Trading Hours: None, Describe Duties: Still early in process of trying to find first location for build out. Once built, only 40 hours per year of management duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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