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Atkinson, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-29 |
| NH | RA | APPROVED | 2022-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 04/2015 | 09/2016 |
| Mml Investors Services | Boston | MA | 05/2015 | 09/2016 |
| Jonathan Rogers Dba Clearview Financial Strategies | Salem | NH | 09/2016 | 12/2021 |
| Inspire Advisors, Llc | Atkinson | NH | 08/2019 | 10/2021 |
| Clearview Financial Strategies Llc | Atkinson | NH | 12/2021 | Present |
| Sole Proprietor | Atkinson | NH | 12/2021 | Present |
| Horizon Properties Llc | Atkinson | NH | 11/2020 | Present |
| Gradient Advisors, Llc | Atkinson | NH | 11/2021 | 04/2022 |
Sole Proprietor; 135 Maple Ave. Atkinson, NH 03811; Insurance agent; investment related; Start date 01/2022; approximately 50 hours per month devoted to business; appx. 25hours during trading hours; fixed life, annuities and long term disabilities; owner; managing operations/meeting with clients. Horizon Properties, LLC; Atkinson, NH; Residential Property Management; Position: Owner; Start date 11/2020; appx. 8 hours per month; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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