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Adam John Bergeron

The Harbor Group, Inc.

Bedford, NH

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Current Employers
The Harbor Group, Inc.

331 South River Road, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-04-26
TX RA APPROVED 2022-04-26
  • NH RA
    APPROVED
    Since 2022-04-26
  • TX RA
    APPROVED
    Since 2022-04-26

Branch Locations

331 South River Road, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Financial Planning, Llc Portsmouth NH 03/2020 04/2022
Panorama Wealth Strategies Exeter NH 02/2019 03/2020
Sig Sauer Newington NH 01/2019 02/2019
Iron Empire Dover NH 10/2018 01/2019
G4S Denver CO 01/2018 10/2018
Brand Iron Denver CO 09/2017 01/2018
Strafford Police Department Strafford NH 05/2015 08/2017
The Harbor Group, Inc. Bedford NH 04/2022 Present
  • 03/2020 → 04/2022
    Cornerstone Financial Planning, Llc
    Portsmouth, NH
  • 02/2019 → 03/2020
    Panorama Wealth Strategies
    Exeter, NH
  • 01/2019 → 02/2019
    Sig Sauer
    Newington, NH
  • 10/2018 → 01/2019
    Iron Empire
    Dover, NH
  • 01/2018 → 10/2018
    G4S
    Denver, CO
  • 09/2017 → 01/2018
    Brand Iron
    Denver, CO
  • 05/2015 → 08/2017
    Strafford Police Department
    Strafford, NH
  • 04/2022 → Present
    The Harbor Group, Inc.
    Bedford, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-30
  • S65 Uniform Investment Adviser Law Examination
    2021-06-30
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · BEDFORD, NH
COHEN INVESTMENT ADVISORS, LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
OSAIC WEALTH, INC. · BEDFORD, NH
LPL FINANCIAL LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
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