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145 Main St, Hudson, MA 01749 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-13 |
Branch Locations
128 Palazzi Pond Rd, Georges Mills, NH 03751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Quechee | VT | 11/2011 | 04/2018 |
| Barrell Investment Group, Inc. | Georges Mills | NH | 10/2017 | 07/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2018 | 07/2025 |
| Apex Investment Group, Llc | Georges Mills | NH | 05/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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