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8 Main Street, Amherst, NH 03031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arcadia Financial Group | Manchester | NH | 05/2023 | 09/2023 |
| Southern New Hampshire University | Manchester | NH | 09/2022 | 09/2024 |
| Nashua Community College | Nashua | NH | 09/2020 | 09/2022 |
| Souhegan High School | Amherst | NH | 09/2016 | 09/2020 |
| Amherst Middle School | Amherst | NH | 09/2012 | 09/2016 |
| Lpl Financial | Amherst | NH | 09/2023 | Present |
1. 03/2026 - Notary - Notary - Not Investment Related - 01 Hrs/Mth -01 Hrs During Trading - AMHERST, NH 03031 - OBA Start Date: 07/01/2025 2. 03/2026 - Amherst Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/27/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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