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15 Constitution Drive Suite 1A #151, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| NH | RA | APPROVED | 2024-11-04 |
Branch Locations
15 Constitution Drive Suite 1A #151, Bedford, NH 03110 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Keller Williams Hollywood Hills | West Hollywood | CA | 02/2014 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 02/2017 | 06/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 06/2022 |
| Mml Investors Services, Llc | Bedford | NH | 06/2022 | 06/2023 |
| Massmutual Life Insurance Company | Bedford | NH | 06/2022 | 06/2023 |
| Osaic | Concord | NH | 02/2024 | 04/2024 |
| Ledyard Bank | Concord | NH | 02/2024 | 04/2024 |
| Paradyme Funding | Bedford | NH | 07/2023 | 02/2024 |
| Walker Capital Partners, Llc | Bedford | NH | 09/2023 | Present |
| Hortica Insurance Services | Bedford | NH | 06/2025 | 06/2026 |
| My Core Insurance | Bedford | NH | 06/2026 | Present |
| Golden Tax Planning | Bedford | NH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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