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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
Branch Locations
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 01/2019 | 07/2020 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2019 | 07/2020 |
| Allstate Financial: Joe Suozzo's Agency | Derry | NH | 10/2017 | 12/2017 |
| Tri State Curb | Weare | NH | 05/2018 | 09/2018 |
| J&J Landscaping | Dunbarton | NH | 05/2017 | 09/2017 |
| Saint Anselm College | Manchester | NH | 10/2015 | 04/2017 |
| Saint Anselm College | Manchester | NH | 01/2018 | 04/2018 |
| Unemployed | Bow | NH | 10/2018 | 12/2018 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 08/2020 | 07/2022 |
| Columbia Management Investment Advisors, Llc. | Boston | MA | 08/2020 | 07/2022 |
| Steward Partners Global Advisory Llc | Portsmouth | NH | 07/2022 | Present |
| Steward Partners Investment Solutions Llc | Portsmouth | NH | 07/2022 | Present |
| Steward Partners Investment Advisors Llc | Portsmouth | NH | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-15 |
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