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155 Dow Street Suite 301, Manchester, NH 03101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-19 |
| NH | RA | APPROVED | 2025-08-07 |
Branch Locations
155 Dow Street Suite 301, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank, N.A. | Boston | MA | 05/2012 | 08/2019 |
| Td Private Client Wealth Llc | Boston | MA | 10/2015 | 08/2019 |
| Bny Wealth | Boston | MA | 09/2019 | 07/2025 |
| Arcadia Financial Group | Manchester | NH | 07/2025 | Present |
| Arcadia Wealth Management, Llc | Manchester | NH | 07/2025 | Present |
name; Arcadia Financial Group, LLC investment-related; YES address; 155 Dow St. STE 301 Manchester NH 03101 nature business; Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. position; Financial Planner start date; 2025-08-11 hours/month devoted to business; 176 hours devoted to business during securities trading hours; 1.5 duties; Prepare cases for retirement planning;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-21 |
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