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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
Branch Locations
145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amherst Karate Studio | Amherst | NH | 08/2009 | 08/2018 |
| Citizens | Hooksett | NH | 08/2018 | 09/2021 |
| Stonyfield | Londonderry | NH | 01/2018 | 08/2018 |
| Walt Disney World Resort | Orlando | FL | 08/2017 | 01/2018 |
| The Hertz Corporation | Manchester | NH | 05/2017 | 08/2017 |
| Stephen Graham | Manchester | NH | 09/2021 | 08/2023 |
| J Hogan | Manchester | NH | 09/2021 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Manchester | NH | 09/2021 | 04/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2023 | 04/2024 |
| Lake Street Advisors | Portsmouth | NH | 05/2024 | 02/2025 |
| Scs Capital Management Llc | Portsmouth | NH | 03/2025 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
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