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9 Fells Way Unit B, Laconia, NH 03246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2011-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triumph Business Advisors Llc | Concord | NH | 10/2009 | Present |
TRIUMPH BUSINESS ADVISORS LLC, THIS IS NOT INVESTMENT-RELATED, LOCATED AT 40 KIMBALL STREET, CONCORD NH 03301.NATURE OF BUSINESS: BUSINESS ADVISOR/CONSULTANT: MY DUTIES INCLUDE ASSISTING BUSINESSES IN DEVELOPING MARKETING PLANS, STRATEGIC AND FINANCIAL PLANS, TAX PLANNING & PREPARATION,AND IMPROVING OPERATING EFFICIENCIES, AS WELL AS EXECUTIVE COACHING. MY TITLE IS PRESIDENT, I BEGAN THE COMPANY ON MAY 14, 2010. I DEVOTE APPROXIMATELY 40-60 HOURS/MONTH TO THIS BUSINESS. DURING SECURITIES TRADING HOURS, I AM ONLYDEVOTING 2 - 3 HOURS/DAY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-07 |
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