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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2018 | 06/2019 |
| Santander Securities, Llc | Dorchester | MA | 08/2018 | 06/2019 |
| Merchants Fleet Management | Hooksett | NH | 07/2017 | 08/2018 |
| Service Credit Union | Bedford | NH | 08/2016 | 07/2017 |
| University Of New Hampshire | Manchester | NH | 09/2014 | 05/2017 |
| Citizens Bank | Salem | NH | 06/2019 | 10/2019 |
| Citizens Securities, Inc. | Salem | NH | 06/2019 | 10/2019 |
| Citizens Securities, Inc | Salem | NH | 10/2019 | 07/2021 |
| Citizens Bank | Salem | NH | 10/2019 | 07/2021 |
| Citizens Bank, N.A | Salem | NH | 07/2021 | 04/2022 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 04/2022 | 11/2022 |
| Bank Of America, N.A. | Manchester | NH | 06/2022 | 11/2022 |
| Lpl Financial Llc | Manchester | NH | 11/2022 | 07/2024 |
| M&T Bank | Manchester | NH | 11/2022 | 07/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2024 | Present |
| Nh Trust | Concord | NH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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