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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-10 |
| FL | RA | APPROVED | 2024-06-07 |
| NH | RA | APPROVED | 2024-06-03 |
Branch Locations
115 Indian Rock Road Suite 3, Windham, NH 03087 • United States
231 Sutton Street Suites 2A/2B, North Andover, MA 01845 • United States
400 5Th Ave. South Suite 203, Naples, FL 34102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Investment & Retirement Group, Inc. | North Andover | MA | 02/2012 | 11/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2012 | 07/2017 |
| Neirg Wealth Management , Llc | North Andover | MA | 11/2021 | 08/2023 |
| Connectus Wealth Advisers | North Andover | MA | 08/2023 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 06/2024 | Present |
1) The Smith Companies LTD. Not Investment Related. 225 Friend St, Suite 600, Boston, MA 02114. Insurance Agency. Agent. 04/2012. 4 Hrs/Mo; 4 During Trading Hours. Review of Fixed Insurance Products; Term, IUL, LTC. 2) Business Succession Advisers, LLC. 6/19. Non Investment Related; 231 Sutton St. Suites 2A-2B, North Andover MA 01845;Principal, Provides strategic planning and direction to individuals developing a business exit plan. Approx 10 hrs/wk.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-11 |
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