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214 N. State Street Unit 1, Concord, NH 03301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-11 |
Branch Locations
214 N. State Street Unit 1, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 08/2016 | 03/2024 |
| First Trust Advisors Lp | Wheaton | IL | 08/2016 | 03/2024 |
| Causeway Securities Llc | New York | NY | 01/2025 | 06/2025 |
| Unemployed | Rye | NH | 04/2024 | 01/2025 |
| Atlas Fiduciary Services, Inc. | Portsmouth | NH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-14 |
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