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Advisor at MONADNOCK RETIREMENT SOLUTIONS, LLC
HANCOCK, 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 |
|---|---|---|---|---|---|---|
| MONADNOCK RETIREMENT SOLUTIONS, LLC | State registered | Sep 13, 2019 | n/a | yes | HANCOCK, NH | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jan 4, 2019 | Aug 2, 2019 | no | KEENE, NH|ALBANY, NY|SPRINGFIELD, VT|BRATTLEBORO, VT | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jun 16, 2010 | May 17, 2017 | no | BERYWN, PA|WALTHAM, MA|KEEN, NH | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 22, 2006 | May 23, 2007 | no | BEDFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | MONADNOCK RETIREMENT SOLUTIONS, LLC | Aug 2, 2019 | Sep 13, 2019 | 42 | Firm change | Ibd to state RIA |
| EAGLE STRATEGIES LLC | CITIZENS SECURITIES, INC. | May 17, 2017 | Jan 4, 2019 | 597 | Firm change after gap | Other |
| WADDELL & REED | EAGLE STRATEGIES LLC | May 23, 2007 | Jun 16, 2010 | 1,120 | Firm change after gap | Other |