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135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| ID | RA | APPROVED | 2025-03-06 |
Branch Locations
135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Seattle | WA | 10/2017 | 03/2021 |
| Half Price Books | Redmond | WA | 07/2017 | 10/2017 |
| Family Crisis Services | Portland | ME | 07/2015 | 06/2017 |
| Italian Heritage Center | Portland | ME | 10/2016 | 03/2017 |
| Thrivent Investment Management Inc | Bellevue | WA | 10/2019 | 12/2019 |
| Thrivent Investment Managemetn Inc | Seattle | WA | 09/2020 | 10/2021 |
| Thrivent Financial | Appleton | WI | 03/2021 | 10/2021 |
| Illumination Wealth Management | San Diego | CA | 10/2021 | 03/2024 |
| Saltbox Financial Llc | Amesbury | MA | 01/2025 | Present |
| Self-Employed | Boise | ID | 03/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-02 |
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