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Manchester, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-09-06 |
| MA | RA | APPROVED | 2018-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Braintree | MA | 06/2014 | Present |
| World Financial Group, Inc. | Braintree | MA | 09/2013 | Present |
| Clearcost Health | Larkspur | CA | 10/2014 | Present |
CLEARCOST HEALTH; NOT INVESTMENT RELATED; 15 HILLCREST AVE, LARKSPUR CA 94939; DEVELOPING AND SALE HEALTH CARE SOFTWARE WHICH COULD HELP PEOPLE LOWER THEIR COST OF HEALTHCARE SERVICES AND ENHANCE THE QUALITY; QUALITY ASSURANCE MANAGER; 10/2014; 160 HRS/MONTH; MANAGE AND TEST RESOURCE AS WELL AS PERFORM SOFTWARE TESTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-23 |
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