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90 Stiles Road Suite 201, Salem, NH 03079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
| NH | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sooner Private Financial Llc | Salem | NH | 04/2026 | Present |
| Fidelity Brokerage Services Llc | Merrimack | NH | 03/2015 | 03/2017 |
| Massmutual Life Insurance Company | Bedford | NH | 08/2018 | 08/2023 |
| Mml Investor Services | Bedford | NH | 08/2018 | 08/2023 |
| American National Insurance Co | Galveston | TX | 04/2017 | 07/2018 |
| Financial Insurance Services | Hudson | NH | 08/2018 | 09/2021 |
| Strategic Advisers Inc | Merrimack | NH | 12/2016 | 03/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2023 | 05/2026 |
1) Sooner Estate Planning is not inv related, located in Salem, New Hampshire offers Estate Planning Services by administering EstateGuru software. Owner, started in May 2026 and spends approximately 10 hrs per month, 5 hrs during trading. 2) Sooner business advisors & co. Inv rel, located in Salem, New Hampshire, nature: a business coaching and strategic planning firm engaged in business coaching and goal-setting services to business owners position: owner, ceo, founder start: 06/06/2022 no hr/mo: 15 no hr/mo dur trading: 5, describe duties: providing goal setting and business coaching services to business owners to maximize the potential of their businesses. Areas of coaching will include strategic and organizational planning; leadership development; business improvement through coaching on structural, social, human, and customer capital 3) Sooner Private Risk Group is not inv related, located in Salem, New Hampshire offers insurance and risk management services, Owner, started in May 2026 and spends approximately 10 hrs per month, 5 hrs during trading. 4) SQ1 Hunt, non-investment related, 90 Stiles Road Salem Ste 210, NH 3079, Onsite Festival Management, Freelancer/Owner, Start: 02/2026, 8 hours per month not during trading hours, Helping Huntstock LLC run festivals and helping Huntstock LLC sell sponsorships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-27 |
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