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80 South Main Street Suite 103, Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-11 |
| NH | RA | APPROVED | 2020-08-31 |
Branch Locations
80 South Main Street Suite 103, Hanover, NH 03755 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Lebanon | NH | 04/2018 | 12/2018 |
| Margaritas Restaurant | Lebanon | NH | 03/2018 | 07/2018 |
| Paint N Place Signs | Newport | NH | 10/2016 | 03/2018 |
| Proctor Academy | Andover | NH | 11/2016 | 11/2018 |
| Everbank | Jacksonville | FL | 07/2016 | 10/2016 |
| Citizens Bank | Hanover | NH | 12/2018 | 05/2019 |
| Citizens Securities, Inc | Canton | MA | 02/2019 | 06/2019 |
| Mascoma Wealth Management | Hanover | NH | 02/2020 | Present |
| Mascoma Bank | Hanover | NH | 06/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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