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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-15 |
| NH | RA | APPROVED | 2024-07-18 |
Branch Locations
289 North Main Street, Barre, VT 05641-4171 • United States
116 Church Street, Burlington, VT 05401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2022 | 12/2022 |
| Southern New Hampshire University | Manchester | NH | 09/2018 | 07/2022 |
| Planet Fitness | Manchester | NH | 02/2018 | 09/2018 |
| Unemployed | Oswego | NY | 12/2017 | 02/2018 |
| Suny Oswego | Oswego | NY | 08/2017 | 12/2017 |
| Northwestern Mutual | Syracuse | NY | 05/2017 | 08/2017 |
| Suny Oswego | Oswego | NY | 01/2015 | 05/2017 |
| Fidelity Investments | Merrimack | NH | 01/2023 | 04/2024 |
| Ledyard National Bank | Hanover | NH | 04/2024 | Present |
| Southern New Hampshire University | Manchester | NH | 07/2022 | Present |
| Osaic Institutions, Inc. | Meriden | CT | 07/2024 | Present |
1.) Southern New Hampshire University|Org Addr:Manchester,New Hampsh,US|OBA Nature:Higher Education|Invst Rel:N|Title:Employee|Duties:Facilitating course discussions surrounding basic finance principles. Grading submitted student work and providing feedback for successful ass|StrtDt:08-01-22|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
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