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Gilford, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-20 |
| NH | RA | APPROVED | 2023-06-14 |
Branch Locations
Old Greenwich, CT • United States
Gilford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fieldpoint Private Securities, Llc | Greenwich | CT | 03/2011 | Present |
| Hampshire Family Office | Bedford | NH | 12/2022 | Present |
Pitch Your Peers. Not investment related. Two Center Road, Old Greenwich, CT 06870. Women's giving circle focused on charitable giving in Greenwich CT. Treasurer and Founder. 2017. 4 hours per month. 0 hours spent during trading hours. Treasurer and founder of the group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-23 |
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