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3 Centennial Drive Suite 300, Peabody, MA 01960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| ME | RA | APPROVED | 2016-07-11 |
| MA | RA | APPROVED | 2013-01-29 |
Branch Locations
North Reading, MA • United States
3 Centennial Drive Suite 300, Peabody, MA 01960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Peabody | MA | 04/2007 | Present |
| New England Schooner, Inc | Peabody | MA | 05/2010 | Present |
| New England Schooner, Inc. | Peabody | MA | 01/2013 | Present |
1) KEVIN NORWOOD POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/25/2008 ADDRESS: 3 Centennial Drive Suite 300, Peabody, MA 01960, Peabody MA 01960, United States DESCRIPTION: I provide clients with Term, UL, and VUL insurance 2) NEW ENGLAND SCHOONER POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/01/2013 ADDRESS: 3 Centennial Drive, Peabody MA 01960, United States DESCRIPTION: comprehensive financial planning / creation and oversight of client portfolios
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-21 |
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