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Londonderry, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
| NH | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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