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Current Employers
American Retirement & Investment Strategies, Llc

Medway, MA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-08
NH RA APPROVED 2013-04-22
MA RA APPROVED 2006-05-10
  • FL RA
    APPROVED
    Since 2025-10-08
  • NH RA
    APPROVED
    Since 2013-04-22
  • MA RA
    APPROVED
    Since 2006-05-10

Branch Locations

Gloucester, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Retirement & Investment Strategies, Llc Gloucester MA 04/2006 Present
Other Businesses

Name of other business: N/A Investment Related: Yes insurance products Address: 14 Fleetwoods Drive, Gloucester, MA 01930 Nature of Business: Insurance Sales Position: Agent Relationship: Owner Start Date: 5/1/2006 Hours/Months: 2 - 4 Hours per month average During security trading Hours: None Duties: Solicit insurance products for clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-24
  • S66 Uniform Combined State Law Examination
    2002-09-24
Designations

View on SEC IAPD

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