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100 Market Street Suite 201, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2009-05-14 |
Branch Locations
100 Market Street Suite 201, Portsmouth, NH 03801 • United States
Greenland, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmh Wealth Management, Llc | North Hampton | NH | 05/2009 | 12/2021 |
| Cmh Wealth Management, Llc | North Hampton | NH | 01/2022 | Present |
(1.) NAME OF OBA: BOY SCOUTS OF AMERICA - DANIEL WEBSTER COUNCIL TROOP 158; ADDRESS OF OBA: MANCHESTER, NH 03109; NATURE: TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: RESPONSIBLE FOR ALL MONEY MATTERS; START DATE: 10/1/2011; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: SEACOAST MENTAL HEALTH CENTER; ADDRESS OF OBA: PORTSMOUTH, NH 03801; NATURE: FINANCE COMMITTEE / TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: BOARD MEMBER AND TREASUERER. REVIEW MONTHLY FINANCIALS, INVESTMENTS AND RETIREMENT PLANS. START DATE: 01/01/2018; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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