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18 Hampton Road Unit 7, Exeter, NH 03833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-31 |
| TX | RA | APPROVED_RES | 2012-07-02 |
| NH | RA | APPROVED | 1998-04-09 |
Branch Locations
20 Foundry St 2Nd Floor, Concord, NH 03301 • United States
18 Hampton Road Unit 7, Exeter, NH 03833 • United States
3 Executive Park Drive, Bedford, NH 03110 • United States
Candia, NH • United States
800 Turnpike St. #300 Jefferson Office Park, North Andover, MA 01845 • United States
20 Trafaglar Square, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Investment Group Llc | Exeter | NH | 02/1998 | Present |
Independent Insurance Agent; not investment-related; started 1992; approximately 5% to 10% of his time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-27 |
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