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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-10 |
| NH | RA | APPROVED | 2026-08-10 |
Branch Locations
2 International Drive Suite 325, Portsmouth, NH 03801 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willie Jewels Old School Barbeque | Nashua | NH | 05/2021 | 07/2024 |
| Pearce 4 Kids Child Care Center | North Chili | NY | 03/2022 | 12/2022 |
| Jitters Cafe | North Chili | NY | 10/2021 | 02/2022 |
| American Eagle & Aerie | Merrimack | NH | 01/2019 | 04/2021 |
| Hayward'S Ice Cream | Nashua | NH | 05/2019 | 08/2020 |
| Leaf & Bean Coffee Company Inc | Rochester | NY | 09/2019 | 12/2019 |
| Dunkin Donuts Inc | Merrimack | NH | 04/2018 | 02/2019 |
| Fidelity Investments | Merrimack | NH | 03/2023 | 12/2023 |
| Waypoint | Nashua | NH | 05/2022 | 07/2022 |
| Roberts Wesleyan University | Rochester | NY | 08/2019 | 12/2022 |
| North Atlantic Regional High School | Merrimack | NH | 08/2018 | 05/2019 |
| Nashua Christian Academy | Nashua | NH | 08/2008 | 05/2018 |
| Nashua Community College | Nashua | NH | 08/2018 | 05/2019 |
| Citizens Securities, Inc. | Rochester | NY | 07/2024 | 04/2025 |
| Citizens Bank | Nashua | NH | 02/2024 | 07/2024 |
| Student | Nashua | NH | 05/2015 | 04/2018 |
| Charter Oak Capital Management | Portsmouth | NH | 05/2025 | 04/2026 |
| Charter Oak Capital Management, Llc | Portsmouth | NH | 05/2025 | 04/2026 |
| Mercer Global Advisors Inc. | Portsmouth | NH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-15 |
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