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35 Braintree Hill Park #100, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-05-24 |
Branch Locations
15 Constitution Drive 1St Floor, Bedford, NH 03110 • United States
35 Braintree Hill Park #100, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Bridgeport | CT | 01/2013 | 04/2019 |
| Infinex Investments, Inc. | Meriden | CT | 06/2019 | 05/2022 |
| Mill River Wealth Mgmt | Concord | NH | 05/2019 | 05/2021 |
| Little House Capital, Llc | Bedford | NH | 05/2022 | Present |
| Nhtrust Financial Advisors | Concord | NH | 04/2019 | 05/2022 |
VOLUNTEER TAX PREPARER; PROVIDES VOLUNTEER TAX-PREPARATION FOR ELIGIBLE INDIVIDUALS AND FAMILIES. PROGRAM IS SPONSORED BY THE IRS AND RUN BY AARP; NO OWNERSHIP INTEREST; COMPENSATION: $50 TRAVEL EXPENSE REIMBURSEMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
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