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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Dover | NH | 10/2024 | 02/2026 |
| Capital Analysts | Dover | NH | 10/2024 | 02/2026 |
| Seacoast Center Or Athletics | Somersworth | NH | 05/2016 | 07/2017 |
| Bryant University | Smithfield | RI | 08/2017 | 05/2018 |
| Bowling Green State University | Bowling Green | OH | 07/2018 | 05/2020 |
| Unemployed | Somersworth | NH | 05/2020 | 06/2020 |
| Gateway Retirement Solutions | Dover | NH | 07/2020 | Present |
| University Of New Hampshire | Durham | NH | 08/2013 | 05/2017 |
| Integrity Alliance, Llc | Dover | NH | 02/2026 | Present |
1.AMERICAN SENIOR BENEFITS POSITION: Employee NATURE: life and health insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 07/02/2020 ADDRESS: 642 CENTRAL AVENUE, DOVER NH 03820 DESCRIPTION: prospect and service current and potential client policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
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