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80 South Main Street Suite 103, Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-08 |
Branch Locations
80 South Main Street Suite 103, Hanover, NH 03755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nhtrust | Concord | NH | 08/2016 | 01/2023 |
| Community Financial Services Group | Plymouth | NH | 02/2023 | 01/2024 |
| Lpl Financial Llc | Plymouth | NH | 02/2023 | 02/2024 |
| Infinex Investments, Inc. | Concord | NH | 11/2017 | 01/2023 |
| Mascoma Wealth Management | Hanover | NH | 01/2024 | Present |
(1) 6/2023 Independent Licensed insurance Agent; Investment Related; New Hampshire; Life, Accident, Health, Variable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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