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3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-27 |
| NH | RA | APPROVED | 2022-10-20 |
| TX | RA | APPROVED_RES | 2022-10-03 |
Branch Locations
3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
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 |
|---|---|---|---|---|
| Mclean Asset Management Corporation | Mclean | VA | 10/2009 | 12/2022 |
| Aurelius Family Office, Llc | Bedford | NH | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-05 |
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