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360 Madison Avenue 15Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-12 |
Branch Locations
360 Madison Avenue 15Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 02/2014 | 03/2017 |
| Prudential Investment Management Services Llc | Hooksett | NH | 08/2018 | Present |
| Prudential Insurance Company Of America | Hooksett | NH | 07/2018 | Present |
| Adp | Salem | NH | 03/2017 | 07/2018 |
| Vestwell Advisors Llc | New York | NY | 04/2021 | Present |
| Vestwell Securities, Llc | Hooksett | NH | 07/2025 | Present |
| Vestwell Holdings | Hooksett | NH | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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