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225 Newman Ave Suite 300, Rumford, RI 02916 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-21 |
| RI | RA | APPROVED | 2022-12-21 |
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 |
|---|---|---|---|---|
| Bountiful Investment Management Llc | Rumford | RI | 08/2015 | Present |
| Euclid Financial Services | Rumford | RI | 06/2010 | Present |
APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS FOR MY CLIENTS AS NEEDED. DOING BUSINESS AS EUCLID FINANCIAL SERVICES LLC, WHICH IS INCORPORATED IN RI AND FOR WHICH I AM THE PROPRIETOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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