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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-18 |
| CT | RA | APPROVED | 2025-03-20 |
| ME | RA | APPROVED | 2025-03-19 |
| NC | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED_RES | 2024-05-13 |
| DE | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| MA | RA | APPROVED | 2024-01-19 |
| NH | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| NY | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| VT | RA | APPROVED | 2024-01-19 |
Branch Locations
3277 White Mountain Hwy, North Conway, NH 03860 • United States
One Tech Drive Suite 210, Andover, MA 01810 • United States
7 Kilburn St Box #030, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Andover | MA | 08/2008 | 01/2024 |
| Osaic Wealth, Inc. | Andover | MA | 01/2024 | Present |
1) ATKINSON YOUTH BASEBALL & SOFTBALL ASSOCIATION POSITION: Vice President NATURE: This is a non-profit town organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: PO Box 460, Atkinson NH 03811, United States DESCRIPTION: The Board, including me, is responsible for the general operations of our town baseball and softball leagues. 2) SOUTHERN NEW HAMPSHIRE SOFTBALL POSITION: Board Member NATURE: This is a non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: PO Box 460, Atkinson NH 03811, United States DESCRIPTION: The Board, including me, is responsible for the general operations of the Southern NH Softball League. The league is comprised of 8 communities/towns. 3) SAPPHIRE WEALTH MANAGEMENT, LLC POSITION: President & CEO NATURE: Limited Liability Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/05/2005 ADDRESS: One Tech Drive, Suite 210, Andover MA 01810, United States DESCRIPTION: Responsible for the creation and preparation of financial plans, investment management, and other securities services. 4) SAPPHIRE WEALTH MANAGEMENT, LLC POSITION: President & CEO NATURE: Limited Liability Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/05/2005 ADDRESS: One Tech Drive, Suite 210, Andover MA 01810, United States DESCRIPTION: The duties I perform at Sapphire Wealth include all responsibilities associated with being the President/CEO of a financial plan firm as well as the responsibilities associate with providing financial planning and investment management for our clients and prospective clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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