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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2025-09-02 |
Branch Locations
875 Greenland Road Unit A12, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Waltham | PA | 07/2014 | 09/2025 |
| Massmep | Worcester | MA | 12/2013 | Present |
| Sanctuary Securities, Inc. | Portsmouth | NH | 09/2025 | Present |
| Sanctuary Advisors Llc | Portsmouth | NH | 09/2025 | Present |
1. LAMPREY ART & CULTURE ALLIANCE POSITION: Treasurer NATURE: officer / director - community art space INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 55 Main Street, Newmarket NH 03857, United States DESCRIPTION: officer / director - community art space - bookkeeping functions 2. FAIRTAXPLANNING, LLC POSITION: Partner NATURE: Partner - tax preparation and planning INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2023 ADDRESS: P.O. Box 395, Newmarket NH 03857, United States DESCRIPTION: Partner - tax preparation and planning-IRS Enrolled Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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