Karen Roelke Mccloskey

Current Employers

Employment History

• 05/2009 → Present
  Cmh Wealth Management, Llc
  North Hampton, NH

Previous Registrations

• 2005-03-25 → 2009-05-18
  Banc Of America Investment Services, Inc.
  Portsmouth, NH
  Portsmouth, NH

Other Businesses

(1.) NAME OF OBA: SMALL FAMILY C-CORP.; ADDRESS OF OBA: NEWBURYPORT, MA 01950; NATURE: PERSONAL FAMILY INVESTMENT ACCOUNT; INVESTMENT RELATED: YES; TITLE WITH OBA: PRESIDENT; DUTIES: MANAGE CASH FLOW AND FILE TAX RETURNS FOR A SMALL FAMILY INVESTMENT ACCOUNT THAT IS HELD IN A C-CORP.; ALSO RESPONSIBLE FOR HOLDING ANNUAL FAMILY UPDATE MEETINGS; START DATE: 01/01/2014; APPROX. NUMBER OF HOURS/MONTH: .5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: .5; (2.) NAME OF OBA: CO-TRUSTEE FOR A CLIENT TRUST; ADDRESS OF OBA: NEW CASTLE, NH 03854; NATURE: DISINTERESTED CO-TRUSTEE WITH CLIENT'S WIFE; INVESTMENT RELATED: YES; TITLE WITH OBA: CO-TRUSTEE; DUTIES: APPROVE DISTRIBUTIONS ON BEHALF OF THE GRANTOR; START DATE: 11/08/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (3.) NAME OF OBA: COMMUNITY COMMERCIAL SERVICES, INC; ADDRESS OF OBA: BEDFORD, NH; NATURE: BANKING; INVESTMENT RELATED: YES; TITLE WITH OBA: DIRECTOR; DUTIES: BANK OVERSIGHT AND COMMITTEE MEMBERSHIP; START DATE: 09/01/2025; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3.5.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-09
• S63 Uniform Securities Agent State Law Examination
  1990-12-04

Designations

Other Names

• Karen Lynn Roelke
• Karen Roelke Shuman