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167 South River Road Suite 11, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2008-02-27 |
Branch Locations
167 South River Road Suite 11, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jtd Financial Services Llc | Manchester | NH | 03/2008 | Present |
| United Planners Financial Services | Scottsdale | AZ | 05/2008 | Present |
| Jtd Financial Services, Llc | Bedford | NH | 01/2008 | Present |
1) JTD FINANCIAL SERVICES LLC - AGENT/REP/ADVISOR - INSURANCE AND FINANCIAL SERVICES - AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES ADVISOR - INVESTMENT ADVISORY SERVICES - SINCE 06/2007 - MANCHESTER, NH. 2) JTD FINANCIAL SERVICES - No Title - Rent Ski Condo to Sunday River customers - INVESTMENT RELATED - 09/10/2004 - Bethel NH 3)JTD FINANCIAL SERVICES, LLC - President - Financial Planning and Investment management services for wealthier individuals. - INVESTMENT RELATED - 01/04/2008 - ADDRESS: , Bedford NH , United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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