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85 Stiles Road Suite # 101, Salem, NH 03079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-27 |
| MA | RA | APPROVED | 2022-06-15 |
| NH | RA | APPROVED | 2022-06-03 |
Branch Locations
Punta Gorda , FL • United States
Boston , MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gassman Financial Llc [Dba Name] | Salem | NH | 06/2004 | Present |
| Madison Avenue Securities, Llc | Salem | NH | 05/2009 | 07/2022 |
| Gassman Financial Llc | Salem | NH | 06/2022 | Present |
1) NAME OF BUSINESS: GASSMAN FINANCIAL LLC POSITION: OWNER NATURE: INSURANCE AND ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 06/01/2004 ADDRESS: 85 STILES RD, SALEM NH 03079 DESCRIPTION: SALE OF INSURANCE AND OR ANNUITIES 2) NAME: JEREMY GASSMAN; INV RELATED:YES; ADDRESS:85 STILES ROAD, SUITE 101 SALEM, NH 03079; NATURE:RENT BUILDING TO GASSMAN FINANCIAL, LLC; POSITION:OWNER; START DATE:05/2011; HOURS/MONTH:LESS THAN 1; TRADING HOURS/MONTH:0; DUTIES:COLLECT RENT, CALL PEOPLE TO FIX STUFF, GO TO CONDO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-20 |
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