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20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-10 |
| NH | RA | APPROVED | 2021-12-08 |
Branch Locations
20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States
Medford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Wealth Management, Llc | Bedford | NH | 06/2020 | Present |
| Bogey Bag, Llc | Stratham | NH | 04/2018 | Present |
| The Atkins Investment Group | Durham | NH | 04/2018 | 05/2020 |
| The Atkins Investment Group | Durham | NH | 05/2020 | 06/2021 |
| Golf Club Of New England | Stratham | NH | 09/2015 | 04/2019 |
| Stratham Recreational Department | Stratham | NH | 12/2015 | 12/2018 |
| Student | Stratham | NH | 01/2010 | 05/2021 |
Bogey Bag, LLC; President; 04/2018; non-investment related; ? Creating a novelty golf product that allows players to take their anger out in a fun and healthy way while golfing ? Research and identify suppliers for raw materials for a premium product ? Coordinate logistics and manufacturing timelines in both China and the United States ? Formed an advisory board to serve as a resource and periodically communicate progress ? Work with manufacturers on supply chain management and product build methods
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
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