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360 Route 101 Suite 10, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essential Planning, Llc | Portsmouth | NH | 09/2018 | 03/2021 |
| Eastern Bank | Dover | NH | 11/2017 | 09/2018 |
| Robert Half | Portsmouth | NH | 09/2017 | 11/2017 |
| Unemployed | Newton | NH | 08/2017 | 09/2017 |
| Service Credit Union | Portsmouth | NH | 06/2016 | 08/2017 |
| Lake Street Advisors Group, Llc | Portsmouth | NH | 04/2021 | 02/2025 |
| Scs Capital Management Llc | Portsmouth | NH | 03/2025 | 06/2026 |
| Sfm, Llc | Bedford | NH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-21 |
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