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155 Fleet Street, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| ME | RA | APPROVED | 2023-08-28 |
| NH | RA | APPROVED | 2023-04-24 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| People's Securities Inc | Bridgeport | CT | 01/2009 | 06/2019 |
| Estate Planners Of New England | Portsmouth | NH | 09/2019 | 05/2023 |
| Odiorne Point Asset Management, Llc | Portsmouth | NH | 04/2023 | Present |
1) Nationwide Life and Annuity Insurance Company; Investment related: Yes; Location: 1 W Nationwide Blvd Ste 100 Columbus, OH, 43215-2752 United States; Description: Consider Life Insurance or Annuity solutions that may fit the needs of my clients.; Position Title: Licensed Insurance Agent / Financial Advisor; Responsibilities Duties: Evaluate products and offer the features & benefits to my clients when prudent; Start date: 2022-06; Hours per month during trading hours: 4; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-23 |
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