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3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-13 |
Branch Locations
3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twin Focus Capital Partners, Llc | Boston | MA | 04/2017 | 04/2021 |
| Rockland Trust | Brighton | MA | 01/2017 | 04/2017 |
| Cellinfo, Llc | Boston | MA | 03/2015 | 01/2017 |
| Wolfeboro Jet Ski Rentals | Wolfeboro | NH | 03/2010 | 03/2019 |
| Mclean Asset Management Corporationbed | Bedford | NH | 04/2021 | 12/2022 |
| Aurelius Family Office, Llc | Bedford | NH | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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