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18 Hampton Road Unit 7, Exeter, NH 03833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| NH | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
800 Turnpike St #300 Jefferson Office Park, North Andover, MA 01845 • United States
18 Hampton Road Unit 7, Exeter, NH 03833 • United States
3 Executive Park Drive Suite 201, Bedford, NH 03110 • United States
20 Trafalgar Square, Nashua, NH 03063 • United States
20 Foundry Street 2Nd Floor, Concord, NH 03301 • United States
Hampton, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | Boston | MA | 06/2022 | 06/2024 |
| Bank Of Ny Mellon | Boston | MA | 09/2019 | 06/2022 |
| Becc Co. | Yarmouth | ME | 06/2018 | 09/2019 |
| Quinnipiac University | Hamden | CT | 08/2014 | 06/2018 |
| Fiduciary Wealth Partners | Boston | MA | 07/2024 | 05/2026 |
| Affinity Investment Group, Llc | Exeter | NH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
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