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80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-07-17 |
Branch Locations
80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States
Francestown, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investment Services, Inc. | Great Barrington | MA | 07/2019 | 07/2022 |
| Trinity College | Hartford | CT | 09/2015 | 06/2019 |
| Baldwin & Clarke Advisory Services Llc | Bedford | NH | 04/2023 | 07/2026 |
| New England Private Wealth Advisors Llc | Wellesley | MA | 08/2022 | 01/2023 |
| American Investment Services, Inc. | Great Barrington | MA | 06/2017 | 08/2017 |
| American Investment Services, Inc. | Great Barrington | MA | 06/2018 | 08/2018 |
| American Investment Services, Inc. | Great Barrington | MA | 12/2018 | 01/2019 |
| Trinity College | Hartford | CT | 09/2018 | 11/2018 |
| Trinity College | Hartford | CT | 11/2018 | 05/2019 |
| Tableaux Llc | Francestown | NH | 07/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours. 2) Francestown Village Water Company; Not investment-related; Francestown, NH 03043; Non-profit corporation supplying water to residents of Francestown's historic downtown village; Board Member; Handling billing, processing customer payments, and overseeing all money movements for the company; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
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