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20 Foundry St, Second Floor, Concord, NH 03301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-12 |
Branch Locations
20 Foundry St, Second Floor, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments | Concord | NH | 11/2010 | 10/2020 |
| Bangor Savings Bank | Concord | NH | 10/2020 | Present |
| Dragonfly Wealth Advisory, Llc | Concord | NH | 06/2026 | Present |
on the investment committee for a non profit, no compensation is received
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-19 |
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