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Current Employers
Appletree Financial Services Llc

Londonderry, NH • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
NH RA APPROVED 2026-03-19
  • MA RA
    APPROVED
    Since 2026-08-11
  • NH RA
    APPROVED
    Since 2026-03-19

Branch Locations

Londonderry, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Appletree Business Services, Londonderry NH 12/2021 Present
Cultivate Advisors Denver CO 07/2018 12/2021
Revlocal Columbus OH 02/2011 07/2018
Appletree Financial Services Llc Dover NH 02/2026 Present
  • 12/2021 → Present
    Appletree Business Services,
    Londonderry, NH
  • 07/2018 → 12/2021
    Cultivate Advisors
    Denver, CO
  • 02/2011 → 07/2018
    Revlocal
    Columbus, OH
  • 02/2026 → Present
    Dover, NH
Other Businesses

the name of the other business; Appletree Business Services LLC whether the business is investment-related; non investment related the address of the other business; 15 Londonderry Rd Unit 7, Londonderry NH 03053 the nature of the other business;your position; title, or relationship with the other business; Owner the start date of your relationship; 12-2021 the approximate number of hours/month you devote to the other business; 25 percent of your time the number of hours you devote to the other business during securities trading hours; 25 percent of your time and briefly describe your duties relating to the other business; Handle sales, marketing & hiring. Book Keeping & Tax.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30

View on SEC IAPD

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