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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-13 |
| VT | RA | APPROVED | 2023-08-08 |
Branch Locations
267 Plainfield Rd. Suite 150, West Lebanon, NH 03784 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Global Associates | Boston | MA | 11/2007 | 10/2018 |
| Taylor, Cottrill, Erickson & Associates | Concord | NH | 05/2019 | 12/2019 |
| N/A | Marblehead | MA | 11/2018 | 05/2019 |
| N/A | New London | NH | 01/2020 | 09/2020 |
| Edward Jones | Concord | NH | 09/2020 | 08/2023 |
| Charles Schwab & Co., Inc. | West Lebanon | VT | 08/2023 | Present |
1) Vail Resorts / Mount Sunapee |Investment Related: No|Sports/Physical Recreation|U8 Ski Coach|12/16/2023|20-40 hour/month - 0 during trading hours|Coaching a group of up to 8 athletes in a ski race development program. The program runs on Saturday and Sunday mornings from the middle of December until the end of March. There are no financial services or investment related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-31 |
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