Bernard Harold Ross

Current Employers

Kbr Financial Solutions

1B Commons Dr Unit 13A, Londonderry, NH 03053 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2011-02-23
NH	RA	APPROVED	2011-01-01

MA RA
APPROVED

Since 2011-02-23
NH RA
APPROVED

Since 2011-01-01

Branch Locations

1B Commons Dr Unit 13A, Londonderry, NH 03053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ross Wealth Planning Group, Llc	Londonderry	NH	03/2003	Present
Kbr Retirement & Investment Solutions	Londonderry	NH	03/2014	Present
Cs Planning Corp.	Londonderry	NH	12/2022	Present

03/2003 → Present

Ross Wealth Planning Group, Llc

Londonderry, NH
03/2014 → Present

Kbr Retirement & Investment Solutions

Londonderry, NH
12/2022 → Present

Cs Planning Corp.

Londonderry, NH

Previous Registrations

2022-12-21 → 2023-05-15

Cs Planning Corp

Portland, OR

Londonderry, NH
2003-05-23 → 2010-12-31

Kbr Financial Solutions

Bedford, NH
2000-04-19 → 2003-03-25

Bcas

Bedford, NH
2001-01-02 → 2002-12-31

Park Avenue Securities Llc

Bedford, NH

Other Businesses

1) ROSS WEALTH PLANNING GROUP LLC, YES INV RELATED. 116 G SOUTH RIVER RD. BEDFORD, NH 03110. REGISTERED INVESTMENT ADVISOR FEE FOR COMPREHENSIVE FINANCIAL PLANNING. MANAGER 06/01/03-PRESENT. COMPREHENSIVE FINANCIAL PLANNING.INVESTMENT MANAGEMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-04-02
S63	Uniform Securities Agent State Law Examination	1996-08-30

S65 Uniform Investment Adviser Law Examination

1997-04-02
S63 Uniform Securities Agent State Law Examination

1996-08-30

Other Names

Bernie Ross
Bernard H Ross

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