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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-18 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2017 | 05/2019 |
| University Of New Hampshire | Durham | NH | 06/2015 | 01/2018 |
| Setaway Llc | Bedford | NH | 04/2016 | 04/2017 |
| Sapers & Wallack | Newton | MA | 05/2019 | 11/2019 |
| Lion Street Advisors | Newton | MA | 05/2020 | 03/2022 |
| The Vermont Agency | Colchester | VT | 11/2019 | 03/2020 |
| Nfp Retirement | Aliso Viejo | CA | 03/2022 | 12/2024 |
| Alera Investment Advisors, Llc | Hollis | NH | 02/2025 | Present |
MicroSociety Academy Charter School (MACS); non-investment related; located 591 West Hollis St. Nashua, NH 03062; experiential K-8 charter school; vice-chair board of trustees; start date 1.2024; Approximately 6-8 hours per month; support the Board Chair in overseeing governance, strategic planning, and fundraising initiatives for MACS responsibilities include participating in board meetings, assisting with policy decisions, and contributing to the school's development efforts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-04 |
| S66 | Uniform Combined State Law Examination | 2008-10-29 |
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