Sarah Jane Forhan

Current Employers

Employment History

• 05/2014 → 10/2023
  Valic Financial Advisors, Inc.
  Nashua, NH
• 12/2022 → 10/2023
  Agia
  Houston, TX
• 10/2023 → 01/2025
  Lincoln Financial Advisors
  Seabrook, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Seabrook, NH

Previous Registrations

• 2023-10-27 → 2025-01-24
  Osaic Fa, Inc.
  Seabrook, NH
  Seabrook, NH
  Hartford, CT
• 2016-02-12 → 2023-11-21
  Valic Financial Advisors, Inc.
  Burlington, MA
  Hampton, NH
  Hampton, NH

Other Businesses

1) SARAH FORHAN DBA HILDENE FINANCIAL GROUP 19 BATCHELDER ROAD, SUITE 3, SEABROOK,NH, 03874 CATEGORY: INSURANCE INVESTMENT RELATED: Y TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 10/20/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) HILDENE FINANCIAL GROUP LLC 19 BATCHELDER ROAD, SUITE 3, SEABROOK, NH, 03874 CATEGORY: LLC/ENTITY INVESTMENT RELATED: N TITLE: CO-OWNER OF ENTITY/MEMBER DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE: 10/20/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) EXCALIBUR WEALTH ADVISORY LLC 175 FEDERAL STREET, SUITE 1050, BOSTON MA 02110 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER OF ENTITY /MEMBER/PARTNER DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE:10/27/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE POSITION: Finance Committee Member NATURE: Non-Profit with Board Members INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025 ADDRESS: 100 North Main St., Suite 300, Concord NH 03301 DESCRIPTION: I sit on a monthly finance committee and make recommendations and proposals to the board. They are only recommendations it is the board that has the overall power to make those changes. I have no check writing abilities and no access to bank accounts. 5) SPROUTS & WINGS, LLC POSITION: Owner NATURE: Single Member, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2025 ADDRESS: 84 W Broadway, Ste 200, Derry NH 03038 DESCRIPTION: Owner of e-commerce site for drop shipping of plants, decoys, and bird supplies. 6) NHCADSV BOARD OF DIRECTORS POSITION: Board of Directors Member NATURE: Non-Profit Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2025 ADDRESS: 100 N Main St, Suite 300, Concord NH 03301, United States DESCRIPTION: The Directors of the New Hampshire Coalition Against Domestic and Sexual Violence set policy and goals for the Coalition, oversee the administration of the federal and state funds that the Coalition receives, raise private funds, and evaluate the effectiveness of the Coalition's work. To that end, Directors are expected to take responsibility for the overall direction of the Coalition. Responsibilities include: Ensure that adequate resources are available for the Coalition's operations Attend regularly scheduled board meetings Attend any board retreats, trainings, and joint Board/PMC/staff meetings Actively serve on at least one committee of the board, which may equal up to 4 hours per month Stay informed about board and committee matters, prepare well for meetings, and review and comment on minutes and reports Participate in strategic planning Hire and evaluate the Executive Director Participate in board evaluation and review Attend and support Coalition special events Ensure the Coalition meets all requirements of a non-profit, charitable organization in NH Approve appropriate compensation and benefits policies and practices Oversee financial administration and controls, including reviewing and approving the annual budget and audit Directors are expected to spend 6 to 8 hours per month on these activities.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-09

Other Names

• Sarah Bartlett