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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-15 |
| NH | RA | APPROVED | 2026-01-05 |
Branch Locations
1 Pillsbury Street, Suite 303, Concord, NH 03301 • United States
289 North Main Street, Barre, VT 05641-4171 • United States
116 Church Street, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Concord | NH | 04/2013 | 11/2017 |
| Benoit Financial Planners | Concord | NH | 08/2019 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 12/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 12/2025 |
| Neebco Retirement And Wealth Planners | Concord | NH | 03/2013 | 08/2019 |
| Benoit Financial Planners | Concord | NH | 01/2020 | 12/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 01/2026 | Present |
| Ledyard Bank | Concord | NH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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