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Inactive

Hope Suzanne Canniff

Advanced Portfolio Design, LLC

Westford, MA

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Current Employers
Advanced Portfolio Design, Llc

515 Groton Road Suite 201, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
LA RA APPROVED 2023-04-25
MA RA APPROVED 2022-10-04
NH RA APPROVED 2022-08-30
  • FL RA
    APPROVED
    Since 2025-07-11
  • LA RA
    APPROVED
    Since 2023-04-25
  • MA RA
    APPROVED
    Since 2022-10-04
  • NH RA
    APPROVED
    Since 2022-08-30

Branch Locations

515 Groton Road Suite 201, Westford, MA 01886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Portfolio Design, Llc Westford MA 01/2022 Present
Moonstones Restaurant Chelmsford MA 03/2018 12/2020
Advanced Portfolio Design, Llc Westford MA 05/2019 12/2021
Advanced Portfolio Design, Llc Nashua NH 04/2008 08/2017
University Of Central Florida Orlando FL 09/2017 12/2017
University Of Massachusetts, Lowell Lowell MA 01/2018 12/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-19
  • S65 Uniform Investment Adviser Law Examination
    2022-08-19

View on SEC IAPD

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Other Offices

PROSPERITY CAPITAL ADVISORS · Westford, MA
OSAIC WEALTH, INC. · WESTFORD, MA
COLLABORATIVE WEALTH ADVISORS, LLC · WESTFORD, MA
COMMONWEALTH FINANCIAL NETWORK · Westford, MA
LPL FINANCIAL LLC · WESTFORD, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westford, MA
EDWARD JONES · LITTLETON, MA
LINCOLN MANAGEMENT · CARLISLE, MA

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