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8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-17 |
| ME | RA | APPROVED | 2021-09-16 |
| NH | RA | APPROVED | 2021-09-16 |
Branch Locations
8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paladin Advisors, Llc | Kensington | NH | 05/2016 | 02/2019 |
| Zeiders Enterprises Inc. | Portsmouth | NH | 02/2019 | 08/2021 |
| Cornerstone Financial Planning, Llc | Portsmouth | NH | 08/2021 | Present |
NextStep Portfolios, LLC, 57 Bradlee Ave, Swampscott, MA, Investment related, Member of Advisory Board, Nature of Business: Provide investment consulting to RIAs on non-discretionary management, Approximate number of hours devoted to other business: Less than 1 hour, Number of hours devoted to the other business during securities trading hours: less than 1 hour, Duties: Provide Mentorship, networking, helping inform the business of the priorities and sensibilities of financial planners, who are our target clientele- unpaid no duties beyond mentorship.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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