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Two International Drive Suite 110, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-06 |
| NH | RA | APPROVED | 2026-07-03 |
Branch Locations
222 Rosewood Drive Suite 310, Danvers, MA 01923 • United States
Two International Drive Suite 110, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nvest Financial, Llc | Portsmouth | NH | 02/2026 | Present |
| Paul Mccoy Financial Office Services | Boston | MA | 05/2025 | 08/2025 |
| Bentley University | Waltham | MA | 01/2023 | 05/2026 |
| Workato | San Francisco | CA | 06/2022 | 08/2022 |
| Unemployed | N/A | XX | 09/2022 | 11/2022 |
| Unemployed | N/A | XX | 05/2016 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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