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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2018-11-07
  • NH RA
    APPROVED
    Since 2018-11-07

Branch Locations

24 State Route 25, Meredith, NH 03253 • 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
The Bob House Restaurant Moultonborough NH 06/2010 Present
Citizens Securities, Inc. Meredith NH 06/2015 10/2018
Infinex Investments, Inc Meredith NH 11/2018 Present
Mill River Wealth Mgmt Meredith NH 11/2018 Present
  • 06/2010 → Present
    The Bob House Restaurant
    Moultonborough, NH
  • 06/2015 → 10/2018
    Meredith, NH
  • 11/2018 → Present
    Infinex Investments, Inc
    Meredith, NH
  • 11/2018 → Present
    Mill River Wealth Mgmt
    Meredith, NH
Previous Registrations
  • 2015-07-14 → 2018-10-25
    Meredith, NH
    Woburn, MA
    Burlington, MA
  • 2013-09-27 → 2015-03-27
    Investors Capital Corp.
    Lynnfield, MA
    Moultonborough, NH
Other Businesses

1.)THE BOBHOUSER RESTAURANT 520 WHITTIER HWY , MOULTONBOUROUGH NH 03254 BARTENDER 09/2009 - 20HOURS $7.25 per hour + tips 2.) NH Trust. Yes, Investment related. Started Nov 2018. Financial services. Approx 160 hours per month. Approx 136 during trading hours. Associate financial advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-05
  • S66 Uniform Combined State Law Examination
    2011-10-05
Other Names
  • Brandy Vaillancourt
  • Brandy Sue Vaillancourt

View on SEC IAPD

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