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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-23 |
| AZ | RA | APPROVED | 2020-09-10 |
| HI | RA | APPROVED | 2020-09-02 |
| NM | RA | APPROVED | 2020-09-02 |
| UT | RA | APPROVED | 2020-09-02 |
| CA | RA | APPROVED | 2020-09-01 |
Branch Locations
61 Maple Avenue, Canton, CT 06019 • United States
Santa Rosa, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portsmouth Financial | Santa Rosa | CA | 09/2013 | 09/2024 |
| Smartlife Financial Group, Llc | Vero Beach | FL | 08/2020 | 01/2021 |
| Portsmouth-Smartlife Financial Group, Llc | Atlanta | GA | 01/2021 | 09/2024 |
| Fiscal Wisdom Wealth Management, Llc | Canton | CT | 09/2024 | Present |
Income Rental Properties. Approved on 08/28/2017. 6 residential/investment income properties owned by Family Trust. R.A. Wealth Management, Inc. (DBA). Approved on 08/28/2017. Description: CA S Corp. DBA for Renee Amochaev, licensed independent contractor of Fiscal Wisdom Wealth Management, LLC. Business Phone: (707) 292-2018. Santa Rosa, CA 95405. Percent Ownership: 100%. Arcata Income Properties, LLC. Approved on 08/28/2017. Description: LLC contract purchaser of real property and construction of commercial property in Arcata, CA wholly owned by the LLC with a long term lease to Tractor Supply, a publicly traded company (TSC) Business Type: LLC Business Phone: (707) 483-3127 Address: 3151 El Monte Dr. Santa Rosa, CA 95405 Website :none Position: other Percent Ownership: Trust 20% Approximate Hours Worked Weekly: 0 Annual Compensation: $0.00. Sara House Special Needs Trust DTD 6-28-2005 Amended 9-04-2014, Approved on 7/2024. Not investment related. 2777 Yulupa Ave. #262 Santa Rosa, CA 95405. Special Needs Trust Administration. Trustee. June 2024. 2-7 hours/month, zero during trading hours. Manage the assets of the special needs trust for the benefit of the beneficiary for the duration of their lifetime.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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