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Weare, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2015 | 02/2018 |
| Curbstone Finanical Management Corporation | Manchester | NH | 02/2018 | 05/2019 |
| Cayena Capital Management, Llc | Weare | NH | 06/2019 | Present |
(1.) Effective January 1, 2020, Elizabeth will be receiving supplemental income from the Morgan Franklin Fellowship Foundation/Morgan Legacy Partners, located at 470 Mast Road, Goffstown, NH 03054. She will dedicate 80 hours per month, with minimal time allocated during securities trading hours, her role is to create a curriculum to support Morgan Franklin Fellowship's Level 2, Fundamentals of Investment educational program with regard to financial literacy. She will serve as a consultant to the foundation. (2.) Cayena Econ Lab LLC; Manager & President; 4 OAK HILL ROAD, UNIT B, WEARE NH 03281; financial consulting; Number of Hours per Month XX (3.) Regional Economic Development Center; Business Advisor/Underwriter; 57 Main St, Raymond, NH 03077; Provides technical assistance and analysis on income statements, balance sheets, and cash flow statements; Number of Hours Per Month: 156; Number of Hours During Trading Hours: 76
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-20 |
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