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Justin Happ

Nvest Financial, LLC

Portsmouth, NH

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Current Employers
Nvest Financial, Llc

Two International Drive Suite 110, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-04-13
  • NH RA
    APPROVED
    Since 2022-04-13

Branch Locations

Two International Drive Suite 110, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nvest Financial Portsmouth NH 07/2014 06/2025
New Hampshire State Liquor Commission Hampton NH 09/2016 05/2023
Nvest Financial Portsmouth NH 05/2022 Present
Nvest Financial Portsmouth NH 06/2025 Present
  • 07/2014 → 06/2025
    Nvest Financial
    Portsmouth, NH
  • 09/2016 → 05/2023
    New Hampshire State Liquor Commission
    Hampton, NH
  • 05/2022 → Present
    Nvest Financial
    Portsmouth, NH
  • 06/2025 → Present
    Nvest Financial
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-13
S63 Uniform Securities Agent State Law Examination 1998-12-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-13
  • S63 Uniform Securities Agent State Law Examination
    1998-12-04
Other Names
  • Justin Michael Happ

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTSMOUTH, NH

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