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61 Boyden Rd. Suite 2, Holden, MA 01520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
| NH | RA | APPROVED | 2026-01-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Estate Preservation & Planning | Milford Then Amherst | NH | 02/2012 | 04/2025 |
| Advocates Financial Llc | Wilton | NH | 09/2021 | 12/2023 |
| Professional Advisory Services, Inc. | Vero Beach | FL | 04/2024 | 07/2025 |
| J. R. Prunier Capital Management Llc | Holden | MA | 12/2025 | Present |
| Unemployed | Wilton | NH | 07/2025 | 12/2025 |
I am the Manager fo First Light Neighborhood, LLC, a New Hampshire limited liability company that owns forty acres of land permitted as a 22-lot cluster subdivision near my home in Wilton, NH. I was heavily involved in 2007-2009 in designing and permitting this project, and hope to have some more involvement in 2026 refreshing permits and obtaining construction financing for the infrastructure, but once construction has begun, my wife and daughter will be more involved that I will. The owners of the LLC are me, mywife, and my uncle (whose ownership is indirect, through a separate LLC, GenStan LLC, aDelaware LLC, which I am the other part owner of). I currently serve as Trustee of one trust, an irrevocable life insurancetrust established by a former estate planning (law) client. This activity is not investment-related as the client has not died and therefore my activity is limited to reminding him to send me a check for insurance premiums twice a year, depositing them into the Trust's checking account, and then paying the premiums to the insurance companies. I also send"Crummey" letters each year to the beneficiary. I plan to continue my trustee work and will notify the firm if I intend to take on any asset-management duties in connection with a proposed trusteeship.
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