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Atkinson, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| MA | RA | APPROVED | 2026-02-10 |
| NH | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callidus Capital Llc | Atkinson | NH | 05/2025 | Present |
| Clearview Financial Strategies Llc | Atkinson | NH | 12/2022 | Present |
| School | Atkinson | NH | 09/2014 | 12/2024 |
1) Clearview Financial Strategies LLC; Investment-related; Atkinson, NH; Registered Investment Advisor; Client Account Manager; Start Date: 12/2022; Approx. 25-30hrs/month; Performing clerical work as an independent contractor. 2) Licensed insurance agent; Investment-related; Atkinson, NH; Agent; Start Date: 04/2025; Approx. 8hrs/month; Selling life insurance as an independent agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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