Richard Samuel Hilow

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial Llc
  Rochester, NH
• 02/2020 → Present
  Straight Forward Tax & Bookkeeping
  Rochester, NH
• 08/2018 → Present
  Straight Forward Life & Annuity
  Rochester, NH
• 01/2017 → Present
  Straight Forward Wealth Management, Llc
  Rochester, NH
• 04/2024 → Present
  Straight Forward Wealth Management, Llc
  Rochester, NH

Previous Registrations

• 2007-06-08 → 2012-06-01
  Edward Jones
  Rochester, NH
  St Louis, MO
  Rochester, NH

Other Businesses

1. 1/10/2017 - Straight Forward Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2017 - 200 Hours Per Month/150 Hours During Securities Trading. 2. 10/25/2018 - R&G Holdings, LLC - Investment Related - Rochester, NH 03867 - Real Estate Rental - Started 10/01/2018 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 2/4/2020 - Straight Forward Tax & Bookkeeping, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 11/25/2019 - 6 Hours Per Month During Securities Trading - Role is a silent partner 50% and a management and operations consultant working in the business only in a leadership capacity. 4. 06/08/2023 - Straight Forward Life & Annuity, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 08/20/2018 - 12 Hours Per Month/ 4 Hours During Securities Trading 5. 10/01/2024 - Straight Forward Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Straight Forward Wealth Management, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-26