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Eric Jason Sanborn

On Track Financial LLC

Concord, NH

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Current Employers
On Track Financial Llc

156 West Road, Canterbury, NH 03224 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
NH RA APPROVED 2003-05-22
MA RA APPROVED 2003-01-10
ME RA APPROVED 2003-01-03
  • FL RA
    APPROVED
    Since 2025-01-01
  • NH RA
    APPROVED
    Since 2003-05-22
  • MA RA
    APPROVED
    Since 2003-01-10
  • ME RA
    APPROVED
    Since 2003-01-03

Branch Locations

1 Eagle Square Ste 512, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lord & Sanborn Inc. Portsmouth NH 06/1999 03/2024
Investors Capital Corporation Lynnfield MA 07/2014 09/2016
Purshe Kaplan Sterling Investments Albany NY 08/2016 Present
Jason & Charles Llc Canterbury NH 12/2011 Present
Essential Planning, Llc Portsmouth NH 06/2015 Present
On Track Financial Llc Canterbury NH 03/2024 Present
  • 06/1999 → 03/2024
    Lord & Sanborn Inc.
    Portsmouth, NH
  • 07/2014 → 09/2016
    Investors Capital Corporation
    Lynnfield, MA
  • 08/2016 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2011 → Present
    Jason & Charles Llc
    Canterbury, NH
  • 06/2015 → Present
    Essential Planning, Llc
    Portsmouth, NH
  • 03/2024 → Present
    On Track Financial Llc
    Canterbury, NH
Previous Registrations
  • 2014-07-18 → 2016-09-15
    Investors Capital Corp.
    Lynnfield, MA
    Canterbury, NH
    Portsmouth, NH
    Canterbury, NH
    Portsmouth, NH
    Lynnfield, MA
    Lynnfield, MA
  • 2002-10-29 → 2004-07-07
    Essential Planning, Llc
    Portsmouth, NH
Other Businesses

1) On Track Financial, LLC. Investment Related. 156 West Road, Canterbury NH. RIA. Owner/Advisor. Start 01/01/2024. 240 hours per month, 140 during trading. Sole Advisor for 25 year old RIA. 2) JASON & CHARLES LLC. Not Investment Related. 156 West Road, Canterbury NH. Real Estate Holding Company. Member. Start 12/2011. 10 hours per month not during trading. Building Management. 3) FIXED INSURANCE SALE. Not Investment Related. 156 West Road, Canterbury NH. Fixed Insurance Sales. Licensed Agent. Start 9/1986. 1 hour per month not during trading. Identify insurance needs, review quotes, underwrite policies.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-11-19
S65 Uniform Investment Adviser Law Examination 1998-07-08
  • S63 Uniform Securities Agent State Law Examination
    2014-11-19
  • S65 Uniform Investment Adviser Law Examination
    1998-07-08

View on SEC IAPD

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PAUL BASIL MAKRIS
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TIFFANY ROSE SNOW
MITCHELL HAYES
KATHERINE ROSE KIPPEN
Evan Basil Makris

Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH
MARINER · Concord, NH
MARINER · Concord, NH
BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH
RBC CAPITAL MARKETS, LLC · CONCORD, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH

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