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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xaverian Brothers High School | Westwood | MA | 09/2016 | 05/2020 |
| Dhk Financial Advisors | Portsmouth | NH | 03/2023 | 06/2024 |
| Ponkapoag Civic Association | Canton | MA | 06/2016 | 08/2020 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 07/2025 |
| Apollo Pizza And Sub | Canton | MA | 07/2019 | 03/2020 |
| General Nutrition Center | Epping | NH | 09/2022 | 05/2024 |
| Sweettunes Ii | Canton | MA | 01/2015 | 06/2021 |
| University Of New Hampshire | Durham | NH | 08/2020 | 05/2024 |
| Lincoln Investment | Dover | NH | 08/2025 | 02/2026 |
| Integrity Alliance, Llc | Dover | NH | 02/2026 | Present |
Gateway Retirement Solutions Position: Wealth Management Associate Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 08/04/2025; Address: 642 Central Ave Dover, NH 03820 Description: Assisting with general responsibilities and tasks for wealth management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-01 |
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