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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
| NH | RA | APPROVED | 2023-08-03 |
Branch Locations
43 Constitution Drive Suite 201, Bedford, NH 03110 • United States
Derry, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Nashua | NH | 09/2021 | 05/2023 |
| Wohler Usa | Middleton | MA | 07/2019 | 08/2021 |
| Power Home Remodeling Group | Waltham | MA | 08/2016 | 07/2019 |
| United States Military | Ayer | MA | 02/2012 | 02/2020 |
| Mml Investors Services | Bedford | NH | 06/2023 | Present |
| Mass Mutual Life Insurance Company | Bedford | NH | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-06 |
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