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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Stratham | NH | 06/2020 | 07/2023 |
| Aggregate Advisors | Stratham | NH | 06/2020 | 07/2023 |
| Technology Business Research | Hampton | NH | 02/2020 | 05/2020 |
| Entry Point Door & Dock Services | Pelham | NH | 06/2019 | 06/2023 |
| Checkmate Pizza | Concord | NH | 06/2018 | 08/2018 |
| University Of New Hampshire | Durham | NH | 09/2018 | 05/2022 |
| Bow High School | Bow | NH | 09/2014 | 05/2018 |
| Cambridge Investment Research Advisors, Inc. | Stratham | NH | 07/2022 | 07/2023 |
| Mml Investors Services, Llc | Bedford | NH | 07/2023 | Present |
| Massmutual Life Insurance Company | Bedford | NH | 07/2023 | Present |
(1) Name: Baystate Financial Group Benefits Inv rel: Y Add: 301 Edgewater Place, Suite 200, Wakefield, MA 01880 Nature: Outside Insurance Sales; Life, Disability, Equity fixed life, Group life, Dental, Vision, and Health Position: Insurance Agent Start date: 07/12/2023 No. HR/MO: 12 No. HR/MO dur trading: 12 (2) Name: iTrust Advisors LLC Inv rel: Y Add: 360 Route 101, Building 2, Bedford, NH 08/05/2024 Nature: Outside Insurance Sales Position: Insurance Broker Start date: 08/05/2024 No. HR/MO: 2 No. HR/MO dur trading: 2 Duties: Life, Disability, Long-term care, and Fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
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