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Advisor at THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, NH | LACONIA, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE FOUNDRY FINANCIAL GROUP, INC. | Independent wealth | Aug 28, 2024 | n/a | yes | LACONIA, NH|Laconia, NH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 2, 2023 | Oct 9, 2023 | no | Laconia, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | THE FOUNDRY FINANCIAL GROUP, INC. | Oct 9, 2023 | Aug 28, 2024 | 324 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:116823:NH:2023-10-09 | Oct 9, 2023 | Aug 28, 2024 | LACONIA, NH | Firm change |