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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
| NH | RA | APPROVED | 2022-06-06 |
Branch Locations
61 Maple Avenue, Canton, CT 06019 • United States
1087 Elm Street Suite 304, Manchester, NH 03101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Advisor Of Ne, Inc. | Bedford | NH | 03/2006 | Present |
| Motiv8 Investments Llc | Bedford | NH | 02/2017 | 08/2019 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 01/2013 | 03/2017 |
| Portsmouth-Smartlife Financial Group, Llc | Atlanta | GA | 05/2022 | Present |
Independent Insurance Producer, Fixed Life, Health, Fixed Annuities and Long-Term Care. Estate Planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-01 |
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