Best Investors Account Sign in
Inactive

Alison Lyn Pyott

Veris Wealth Partners, LLC

Portsmouth, NH

Claim This Profile
Current Employers
Veris Wealth Partners, Llc

1111 Broadway Suite 300, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2010-05-04
  • NH RA
    APPROVED
    Since 2010-05-04

Branch Locations

1 Cate Street 4Th Floor, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veris Wealth Partners, Llc Portsmouth NH 08/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-04
S63 Uniform Securities Agent State Law Examination 2004-10-12
  • S65 Uniform Investment Adviser Law Examination
    2007-12-04
  • S63 Uniform Securities Agent State Law Examination
    2004-10-12
Designations
Other Names
  • Alison Lyn Butland

View on SEC IAPD

Other Firms

CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor