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100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-17 |
Branch Locations
100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 05/2014 | 11/2017 |
| Strategies For Retirement, Llc | Shelton | CT | 01/2003 | Present |
| Mjl Wealth Management, Llc | Shelton | CT | 11/2017 | 03/2021 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 08/2021 | 01/2024 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 01/2024 | 03/2024 |
| Stone Wall Money Management Llc | Shelton | CT | 05/2024 | Present |
1.) The Name of the other business: Strategies for Retirement, LLC Investment Related?: Yes Address of other business: 100 Beard Saw Mill Road Suite 275, CT 06484 Nature of other business: Selling of Insurance and Annuities Your position: Owner Start Date: 09/2015 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Selling of insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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