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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| NH | RA | APPROVED | 2025-02-05 |
Branch Locations
100 Market Street Suite 203, Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| Princor Financial Services Corporation | White Lake | MI | 08/2010 | 12/2016 |
| Principal Global Investments | White Lake | MI | 09/2008 | 12/2016 |
| Principal Funds Distributor | Folsom | CA | 01/2016 | 12/2016 |
| Unemployed | White Lake | MI | 01/2017 | 10/2017 |
| Wellesley Asset Management, Inc. | White Lake | MI | 10/2017 | Present |
| Foreside Funds Distributors, Llc | White Lake | MI | 11/2017 | Present |
Wellesley Asset Management, Inc., Investment Related, White Lake, MI, Director, Began 10/16/2017, 160 Hours Per Month, 152 During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-29 |
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