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100 North Main Street Suite 505, Concord, NH 03301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-03-08 |
| NH | RA | APPROVED | 2010-12-23 |
Branch Locations
100 North Main Street Suite 505, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcs Advisors, Llc | Concord | NH | 10/2010 | Present |
1)BOW SCHOOL DISTRICT TREASURER SINCE 1992. APPROXIMATELY 1-2 HOURS PER WEEK ALL OF WHICH OCCUR OUTSIDE OF SECURITIES TRADING HOURS. 2)CO-TRUSTEE HELEN R. PIERCE TRUST SINCE 1986. AVERAGING 5-7 HOURS PER WEEK ALL OUTSIDE OF SECURITIES TRADING HOURS. (MR. LAVALLE DOES NOT MANAGE THE ASSETS OF THIS TRUST; THIS IS SOLELY A TRUSTEE RELATIONSHIP.) 3)TRUSTEE OF BEDFORD KIDS FIRST TRUST, BOW, NH SINCE 2013. APPROXIMATELY 15 HOURS PER MONTH WITH 5 OF THOSE HOURS SPECIFIC TO THE TRUST DURING SECURITIES TRADING HOURS. MR. LAVALLE IS RESPONSIBLE FOR THE MANAGEMENT OF THE ASSETS OF THE TRUST. THE TRUST ASSETS ARE NOT MANAGED THROUGH KCS ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-22 |
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