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Naperville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-12-16 |
Branch Locations
Naperville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2014 | 05/2018 |
| Milestone Financial Planning, Llc | Bedford | NH | 05/2018 | 12/2019 |
| Milestone Financial Planning, Llc | Bedford | NH | 01/2020 | 03/2023 |
| Clark Asset Management, Llc | Portsmouth | NH | 03/2023 | 06/2023 |
| Ff Advisors, Llc Dab Family Financial | Bedford | NH | 09/2023 | 10/2024 |
| F5 Financial Planning, L.L.C. | Bedford | NH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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