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18 Hampton Road Unit 7, Exeter, NH 03833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| MA | RA | APPROVED | 2023-01-31 |
| NH | RA | APPROVED | 2022-11-29 |
Branch Locations
20 Foundry St 2Nd Floor, Concord, NH 03301 • United States
18 Hampton Road Unit 7, Exeter, NH 03833 • United States
20 Trafaglar Square, Nashua, NH 03063 • United States
800 Turnpike St. #300 Jefferson Office Park, North Andover, MA 01845 • United States
3 Executive Park Drive, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Investment Group, Llc | Exeter | NH | 08/2021 | 01/2023 |
| Channel Building Company, Inc. | Wilmington | MA | 06/2019 | 07/2021 |
| Gn Fencing | Manchester | NH | 05/2015 | 08/2018 |
| University Of Vermont | Burlington | VT | 08/2015 | 05/2019 |
| Affinity Investment Group, Llc | Exeter | NH | 01/2023 | Present |
Independent Insurance Agent; not investment-related; started 05/2022; approximately 5% to 10% of time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-16 |
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