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67 Water Street Suite 101, Laconia, NH 03246-3300 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-08-28 |
Branch Locations
67 Water Street Suite 101, Laconia, NH 03246-3300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundry Financial Group, Inc | Laconia | NH | 09/2021 | Present |
| Meredith Village Savings Bank | Meredith | NH | 02/2021 | 08/2021 |
| Sardinha Brands, Inc. | Laconia | NH | 05/2020 | 02/2021 |
| Evangel University | Springfield | MO | 08/2018 | 05/2020 |
| Daryl Flood, Inc. | Coppell | TX | 06/2019 | 07/2019 |
| Great Nh Restaurants, Inc. | Laconia | NH | 08/2018 | 06/2019 |
| Evangel University | Springfield | MO | 08/2017 | 05/2018 |
| Meredith Village Savings Bank | Ashland | NH | 05/2017 | 08/2017 |
| Clearwater Campground | Meredith | NH | 06/2014 | 05/2017 |
| Evangel University | Springfield | MO | 08/2016 | 05/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
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