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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Lowell | MA | 08/2015 | 09/2016 |
| Santander Securities Llc | San Juan | PR | 05/2016 | 09/2016 |
| Salem Five Bank | Burlington | MA | 09/2016 | 10/2022 |
| Lpl Financial, Llc | Burlington | MA | 11/2016 | 10/2022 |
| Sentinel Benefits & Financial Group | Wakefield | MA | 10/2022 | 02/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2025 | Present |
| Nh Trust | Concord | NH | 04/2025 | Present |
1.) NH Trust. Yes, investment related. Associate Wealth Manager. Started in April 2025. Approx 136 hours per month during trading hours. Trust company/Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-27 |
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