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Current Employers
Wadsworth & Daulaire Financial Planners

45 Lyme Rd Suite 305A, Hanover, NH 03755 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2019-08-26
NH RA APPROVED 2019-03-06
  • VT RA
    APPROVED
    Since 2019-08-26
  • NH RA
    APPROVED
    Since 2019-03-06

Branch Locations

45 Lyme Rd Suite 305A, Hanover, NH 03755 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dartmouth College Lebanon NH 08/2010 Present
Wadsworth-Hansen Fin Plnrs Lebanon NH 01/2011 Present
Financial Navigators Inc. Littleton MA 01/2019 Present
Eric Wadsworth, Financial Planning Educational Services Lebanon NH 10/1990 12/2017
  • 08/2010 → Present
    Dartmouth College
    Lebanon, NH
  • 01/2011 → Present
    Wadsworth-Hansen Fin Plnrs
    Lebanon, NH
  • 01/2019 → Present
    Financial Navigators Inc.
    Littleton, MA
  • 10/1990 → 12/2017
    Eric Wadsworth, Financial Planning Educational Services
    Lebanon, NH
Previous Registrations
Other Businesses

1) Dartmouth College; Not investment related; 7 Lebanon St. Hanover, New Hampshire 03766; College/Business School; Assistant Professor; 7/1/2010; 80 hrs per month; 40 hrs during trading; Teaching. 2) Wadsworth-Hansen Fin Plnrs; Investment related; 23 Bank St., Lebanon, NH; Financial planning; Partner; 1/2011; 80 hours per month; 40 hours during trading; Financial planning and advising clients. 3) Financial Navigators Inc.; Investment related; 11 Scott Rd, Littleton, MA 01460-1304; Financial Planning; Planner; 1/2019; 40 hours per month; 40 hours during trading; Financial planning and advising clients.

Designations

View on SEC IAPD

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