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67 Water Street Suite 101, Laconia, NH 03246-3300 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-10 |
| NH | RA | APPROVED | 2020-07-08 |
Branch Locations
67 Water Street Suite 101, Laconia, NH 03246-3300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 10/2023 |
| The Foundry Financial Group | Laconia | NH | 06/2019 | 06/2020 |
| Winnipesaukee Waterfront Management And Maintenance | Wolfeboro | NH | 03/2018 | 06/2019 |
| Gex,Inc | Atkinson | NH | 09/2014 | 05/2019 |
| The Foundry Financial Group, Inc. | Laconia | NH | 06/2020 | Present |
Name of other business: Bayview Properties LLC; Is business Investment related: No; Address of other business: PO Box 1194, Wolfeboro, NH 03894; Nature of other business: Real Estate; Your position: Landlord; Title and relationship with other business: Member; Start date of relationship: 09/15/2023; Time devote to other business: 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
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