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20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-11-02 |
Branch Locations
20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States
Melrose, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lynn | MA | 03/2022 | 09/2022 |
| Primerica Financial Services | Lynn | MA | 11/2021 | 09/2022 |
| Deloitte Consulting Llp | Boston | MA | 01/2012 | 09/2017 |
| Boston Consulting Group | Boston | MA | 09/2017 | 09/2019 |
| Azurity Pharmaceuticals | Woburn | MA | 09/2019 | 12/2021 |
| Peak Wealth Management Llc | Nashua | NH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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