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155 Fleet Street, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-04-24 |
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 |
|---|---|---|---|---|
| Santander Bank, Na | Derry | NH | 01/2005 | 05/2019 |
| Santander Investments | Derry | NH | 01/2005 | 04/2019 |
| Estate Planners Of New England, Llc | Portsmouth | NH | 06/2019 | 04/2023 |
| Odiorne Point Asset Management, Llc | Portsmouth | NH | 04/2023 | Present |
1) Athene ; Investment related: Yes; Location: 7700 Mills Civic Parkway West Des Moines IA 50266 United States; Description: Provides Index annuities for clients who want principal protection.; Position Title: Producer; Responsibilities Duties: Managing clients investments based upon their risk tolerance and goals.; Start date: 2023-05-19; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; 2) Nationwide Life and Annuity Insurance Company; Investment related: Yes; Location: W Nationwide Blvd Ste 100 Columbus, OH, 43215-2752 United States; Description: Sell insurance products; Position Title: Producer; Responsibilities Duties: Managing clients investments based upon their risk tolerance and goals.; Start date: 2023-06-12; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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