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214 N. State Street Unit 1, Concord, NH 03301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-13 |
Branch Locations
214 N. State Street Unit 1, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primary Financial Care Providers | Concord | NH | 10/2016 | 02/2017 |
| Margaritas Restaurant | Concord | NH | 07/2016 | 09/2016 |
| Unemployed | Los Angeles | CA | 02/2016 | 10/2016 |
| Change Path Llc | Leawoood | KS | 01/2018 | 12/2018 |
| Hd Vest Advisory Services | Bow | NH | 12/2018 | 02/2019 |
| Mobile Repair | Nashua | NH | 03/2018 | 08/2018 |
| M.O.M.S Painting Company | Bedford | NH | 08/2018 | 09/2018 |
| Advisory Group Equity Services Ltd | Woburn | MA | 11/2016 | 04/2017 |
| Michael Knee Dba Glasswater Retirement Strategies Llc | Concord | NH | 07/2017 | 12/2018 |
| Travis Terry & Company Pc | Salem | NH | 01/2019 | 11/2020 |
| Unemployed | Bow | NH | 02/2017 | 07/2017 |
| Energybits Dba Michael Knee | Manchester | NH | 07/2014 | Present |
| Avantax Advisory Services | Dallas | TX | 02/2019 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | 02/2024 |
| Ameriprise Financial Services | Salem | NH | 01/2020 | 11/2020 |
| Ups | Manchester | NH | 12/2020 | 01/2021 |
| Atlas Financial Group | Concord | NH | 01/2021 | Present |
| Atlas Fiduciary Services, Inc. | Concord | NH | 04/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2014 | 05/2024 |
1) ENERGYBITS DBA MICHAEL KNEE, 365A NEW BOSTON ROAD, CANDIA NH, BRAND AMBASSADOR, INDEPENDENT CONTRACTOR, 07/01/14, NIR, 2 HR/YR- 0/TRADING HR. MR. KNEE IS AN AFFILIATE SELLER OF ENERGYBITS BRAND PRODUCTS AND IS SUBJECT TO DISCOUNTS AND COMMISSIONS OF SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
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