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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-22 |
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 |
|---|---|---|---|---|
| Tocqueville Securities L.P. | New York | NY | 05/2016 | 08/2017 |
| Eaton Vance Management | Boston | MA | 08/2017 | 05/2021 |
| Eaton Vance Distributors, Inc. | Boston | MA | 08/2017 | 05/2021 |
| Vestmark, Inc. | Wakefield | MA | 07/2022 | 04/2024 |
| Vestmark Advisory Solutions, Inc. | Wakefield | MA | 07/2023 | 04/2024 |
| Cache Securities Llc | New York | NY | 04/2024 | 04/2025 |
| Unemployed | New York | NY | 06/2021 | 08/2021 |
| Tifin | New York | NY | 09/2021 | 06/2022 |
| Wellesley Asset Management, Inc, | North Babylon | NY | 04/2025 | Present |
| Foreside Fund Services, Llc | North Babylon | NY | 08/2025 | Present |
1). Wellesley Asset Management, Inc.; Investment Related; North Babylon; Wholesale investment product to financial intermediaries; Director, Institutional Sales; Start: 4/2/2025; 160 Hours Per Month and 0 During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
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