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45 Lyme Road Suite 204A, Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-02-12 |
| NH | RA | APPROVED | 2019-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sj Boyle Wealth Planning, Llc | Hanover | NH | 09/2011 | Present |
| Fortis Capital Advisors | Reno | NV | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-18 |
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