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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-04-25 |
Branch Locations
89 North Main Street, Concord, NH 03302 • United States
131 Main St, Plymouth, NH 03264 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Nashua | NH | 12/2014 | 12/2017 |
| Citizens Securities, Inc | Nashua | NH | 12/2014 | 12/2017 |
| Citizens Securities Inc. | Nashua | NH | 12/2017 | 07/2021 |
| Citizens Bank | Nashua | NH | 12/2017 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 06/2022 |
| Citizens Bank, N.A | Londonderry | NH | 07/2021 | 06/2022 |
| Ameriprise Financial Services | Bedford | NH | 06/2022 | 04/2023 |
| Infiex Investments, Inc | Meriden | CT | 04/2023 | Present |
| Nh Trust | Concord | NH | 04/2023 | Present |
1.) Board of Directors; Plymouth Regional Huskies Football and Cheer; President; Plymouth, NH 03264; Not Investment Related; June 2022; 8 hours per month; 0 during trading hours. Volunteer. Non profit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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