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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-02-10 |
| MA | RA | APPROVED | 2020-02-07 |
Branch Locations
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Investment Partners, Llc | Wellesley | MA | 02/2016 | 01/2020 |
| Wellesley Asset Management | Wellesley | MA | 01/2020 | Present |
| Foreside Fund Services, Llc | Wellesley | MA | 07/2020 | 12/2021 |
| Foreside Fund Services, Llc | Wellesley | MA | 05/2026 | Present |
Wellesley Asset Management, Inc.; Investment Related; Financial Advisory; Wellesley, MA; 01/2020; Senior Vice President; Financial Advisor to private individual clients; 180 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-02 |
| S66 | Uniform Combined State Law Examination | 2012-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
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