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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-03 |
| MA | RA | APPROVED | 2015-06-08 |
Branch Locations
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Asset Management, Inc. | Wellesley | MA | 03/2015 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 05/2015 | 12/2016 |
| Foreside Fund Services, Llc | Wellesley | MA | 01/2017 | Present |
1) Wellesley Asset Management, Inc., Investment Related, Wellesley, MA, Began 01/01/2017; Sales to Financial Professionals, Executive Director, Oversee institutional sales; 160 hours per month with 120 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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