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155 Fleet Street, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| FL | RA | APPROVED | 2024-09-12 |
| NH | RA | APPROVED | 2023-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Estate Planners Of New England | Portsmouth | NH | 05/2015 | 01/2019 |
| Pelican Wealth Advisors Llc | Bonita Springs | FL | 10/2015 | Present |
| Lawrence Legacy Group, Llc. | Estero | FL | 12/2015 | Present |
| Estate Planners Of New England, Llc | Estero | FL | 02/2021 | Present |
| Lawrence Legacy Group | Estero | FL | 07/2015 | Present |
| Odiorne Point Asset Management, Llc | Estero | FL | 10/2023 | Present |
Sell Annuities and Life Insurance and am paid a commission as a 1099 .Approximately $200,000 in 2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-14 |
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