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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| NH | RA | APPROVED | 2024-07-08 |
Branch Locations
360 Londonderry Turnpike, Hooksett, NH 03106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Raymond | NH | 07/2019 | 08/2020 |
| Citizens Bank | Raymond | NH | 06/2019 | 08/2020 |
| University Of New Hampshire | Durham | NH | 11/2017 | 05/2019 |
| Higher Education Assistance Group | Wellesley | MA | 02/2014 | 11/2017 |
| Saint Anselm College | Manchester | NH | 12/2015 | 10/2016 |
| Citizens Securities, Inc. | Raymond | NH | 08/2020 | 01/2021 |
| Citizens Securities, Inc | Exeter | NH | 01/2021 | 09/2021 |
| Citizens Bank | Exeter | NH | 01/2021 | 09/2021 |
| Ameriprise Financial Services, Llc | Bedford | NH | 09/2021 | 03/2023 |
| Citizens Securities Inc. | Derry | NH | 03/2023 | 07/2024 |
| Nh Trust | Concord | NH | 07/2024 | Present |
| Osaic Institutions, Inc. | Meriden | NH | 07/2024 | Present |
1.) Business Ownership; JB Industries; Owner; Buying and selling tangible goods.; Sandown, NH 03873; Not Investment Related; May 2016; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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