Joshua Roger Allen

Current Employers

Employment History

• 07/2013 → 04/2017
  Emerson Aviation
  Gilford, NH
• 08/2016 → 05/2017
  Southern New Hampshire University
  Manchester, NH
• 04/2017 → 11/2022
  New York Life
  Manchester, NH
• 02/2021 → 11/2022
  Nylife Securities Llc
  Manchester, NH
• 11/2022 → 02/2024
  Nhtrust
  Meredith, NH
• 02/2024 → Present
  The Foundry Financial Group, Inc.
  Laconia, NH

Previous Registrations

• 2023-03-13 → 2024-02-07
  Osaic Institutions, Inc.
  Meredith, NH

Other Businesses

1.) Living Hope Lakeport ; Our mission is to grow closer to God and to spread the knowledge and love of Christ throughout our community. We are here to make disciples through engaging, establishing, equipping, and evangelizing.; 50 Washington Street, Laconia, NH 03246; Start Date 10/2021; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; finance board-treasurer] 2.) Town of Meredith Parks and recreation. Not. Investment related. Board member. Started Oct 2023. Approx 4 hours per month not during trading hours. Volunteer. 3.) Rental apartment. Not investment related. Owner. Rent began Nov 2022. 1-2 hours per month not during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-10
• S63 Uniform Securities Agent State Law Examination
  2021-04-22

Designations