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Hooksett, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hooksett | NH | 12/2012 | 03/2017 |
| Bristol Group Llc | Hooksett | NH | 09/2008 | Present |
| Expansion Llc | Hooksett | NH | 06/2024 | Present |
Member of Bristol Group LLC, Certified Public Accountants. The firm provides income tax planning, income tax preparation, and bookkeeping services. I am 95% owner with my spouse owning the remaining 5%. Receive commissions from Nationwide quarterly for a referral provided over 10 years ago to an advisor at Commonwealth Financial at the time. The advisor is currently with Northeast Planning Associates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
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