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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-11 |
Branch Locations
230 Amherst Street, Nashua, NH 03063 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Wood Associates | Nashua | NH | 01/2015 | 12/2021 |
| Paramount Financial Group | Nashua | NH | 12/2015 | Present |
| Kulch Insurance Group | Nashua | NH | 03/2017 | 12/2021 |
| Next Financial Group | Nashua | NH | 06/2017 | 06/2020 |
| Ages Financial Services, Ltd. | Reading | MA | 06/2020 | 09/2024 |
| Trust Advisory Group Ltd | Reading | MA | 06/2020 | 05/2025 |
| Stonex Securities Inc | Nashua | NH | 10/2024 | 05/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 05/2025 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 05/2025 | Present |
1) Paramount Financial Group, LLC. Investment Related. Start date: 12/15/2015. Address: 230 Amherst St. Nashua, NH 03063. Title: President / Owner. Duties: Performing operations, management, investments, planning, trading, sales, client service, etc. Time spent during regular hours: 100%. 2) AM Northwoods Investments, LLC. Investment Related. Start date: 10/21/2016. Address: 191 W Hollis St Nashua, NH 03060. Title: Co-Owner. Duties: Future potential purchase / invest in real estate and land. Time spent during regular hours: 0%. 3) ReGenerative Roots Association. Start date: 07/15/2013. Address: 191 W Hollis St Nashua, NH 03060. Title: Director of Community Development. Duties: Board Member - Voting on decisions and direction of the non profit's mission, projects, and community based programs. Time spent during regular hours: 1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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