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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-22 |
| NH | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portsmouth | NH | 10/2015 | 04/2017 |
| Arcadia Financial Group | Salem | NH | 05/2017 | 09/2018 |
| Arcadia Wealth Management, Llc | Salem | NH | 05/2017 | 09/2018 |
| Brookstone Capital Management | Wheaton | IL | 10/2018 | 05/2019 |
| Fortitude Financial Llc | Exeter | NH | 09/2018 | 01/2020 |
| Jd Mellberg Financial Llc | Tucsan | AZ | 05/2019 | 12/2019 |
| Specialized Advisors, Llc | Dallas | TX | 07/2019 | 10/2019 |
| Equitable Advisors, Llc | New York | NY | 12/2019 | 01/2022 |
| Measured Wealth Private Client Group, Llc | Portsmouth | NH | 01/2022 | 08/2023 |
| Ameriprise Financial Services | Concord | NH | 08/2023 | 08/2023 |
| Ameriprise Financial Services, Llc | Concord | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Concord | NH | 08/2023 | 08/2024 |
| Lpl Financial | Portsmouth | NH | 10/2024 | 01/2025 |
| Unemployed | Portsmouth | NH | 08/2024 | 10/2024 |
| Northeast Credit Union | Portsmouth | NH | 10/2024 | 01/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2025 | Present |
| Cetera Investment Advisers Llc | Portsmouth | ME | 01/2025 | Present |
| Lighthouse Federal Credit Union | Portsmouth | ME | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-20 |
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