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Stephanie Castonguay Griebel

Davis Wealth Advisors

Andover, MA

Salem, NH

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Current Employers
Davis Wealth Advisors

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-02
NH RA APPROVED 2022-07-29
  • MA RA
    APPROVED
    Since 2022-08-02
  • NH RA
    APPROVED
    Since 2022-07-29

Branch Locations

Andover, MA • United States

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resolute Financial, Llc Newburyport MA 01/2017 07/2022
Unemployed Na NH 08/2016 12/2016
Davis Wealth Advisors Salem NH 07/2022 Present
  • 01/2017 → 07/2022
    Resolute Financial, Llc
    Newburyport, MA
  • 08/2016 → 12/2016
    Unemployed
    Na, NH
  • 07/2022 → Present
    Davis Wealth Advisors
    Salem, NH
Previous Registrations
  • 2017-01-12 → 2022-07-26
    Resolute Financial, Llc
    Newburyport, MA
    Portsmouth, NH
  • 2011-08-25 → 2016-07-19
    Paladin Advisors, Llc
    Kensington, NH
  • 2011-03-09 → 2011-11-28
    Artemis Financial Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-08
  • S65 Uniform Investment Adviser Law Examination
    2011-03-08
Designations

View on SEC IAPD

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