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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-14 |
Branch Locations
43 Constitution Drive Suite 201, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Boston | MA | 11/2025 | Present |
| Massmutual Life Insurance Company | Boston | MA | 10/2025 | Present |
| Liguori Accounting | Exeter | NH | 01/2022 | 10/2025 |
| Archdiocese Of Boston | Boston | MA | 08/2020 | 06/2022 |
| Diocese Of Manchester | Manchester | NH | 05/2017 | 04/2020 |
| Granite Group Benefits | Manchester | NH | 10/2015 | 06/2017 |
| United States Postal Services | Salem | NH | 05/2020 | 11/2021 |
(1) NAME: Liguori Simard Properties, LLC, INV REL: Y, ADD: 30 Folsom Drive, Newmarket, NH 03857, NATURE: Commercial Rental Space, POSITION: Owner, START DATE: 02/01/2024, NO. HR/MO: 2, NO. HR/MO DURING SEC TRADING: 0, DUTIES: Tenant Communications, maintenance and association books (2) NAME: Exeter Area Chamber of Commerce, INV REL: N, ADD: 120 Water Street, Exeter, NH 03833, NATURE: Non-profit, POSITION: Treasurer, START DATE: 07/01/2024, NO. HR/MO: 4, NO. HR/MO DURING SEC TRADING: 0.5, DUTIES: Assess Financials, Educate staff on financial decisions, Attend monthly board meetings and standby signatory on financial accounts (3) NAME: Simard Wealth Strategies LLC, INV REL: Y, ADD: 43 Constitution Drive, Suite 201, Bedford, NH 03110, NATURE/DUTIES: Owner of LLC for Pass Through Compensation, POSITION: Owner, START DATE: 03/11/2026, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-08 |
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