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60 Rochester Hill Road Ste 1, Rochester, NH 03867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-08-16 |
| NH | RA | APPROVED | 2024-06-19 |
Branch Locations
60 Rochester Hill Road Ste 1, Rochester, NH 03867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jimmy Jones Locker | Rochester | NH | 08/1995 | 10/2019 |
| Beauvisage Salon & Spa | Somersworth | NH | 10/2019 | 04/2020 |
| Wentworth Douglas Hospital | Dover | NH | 01/2020 | 10/2020 |
| Evofit, Llc | Dover | NH | 02/2019 | 12/2022 |
| Lpl Financial Llc Dba Straight Forward Wealth Management, Llc | Rochester | NH | 01/2023 | 04/2023 |
| Lpl Financial Llc | Rochester | NH | 04/2023 | Present |
| Straight Forward Life & Annuity | Rochester | NH | 06/2023 | Present |
| Straight Forward Wealth Management, Llc | Rochester | NH | 04/2024 | Present |
| Lpl Financial Llc Dba Straight Forward Wealth Management, Llc | Rochester | NH | 06/2023 | Present |
1)12/2022 - Straight Forward Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2022 - 180 Hr/Mth 2)12/2022 - LPL Financial LLC - Investment Related - At Reported Business Location(s) - Investment Advisor Representative/Registered Representative - Start Date 04/2023 - Hours are the same as Item 1 in this entry field - this is for the purposes of transitioning clients. 3) 06/08/2023 - Straight Forward Life & Annuity, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 06/2023 - 12 Hours Per Month/ 4 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
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