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394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-19 |
| WA | RA | APPROVED | 2023-04-13 |
| NC | RA | APPROVED | 2023-03-13 |
| CO | RA | APPROVED | 2023-03-09 |
| PA | RA | APPROVED | 2022-04-29 |
| MI | RA | APPROVED | 2022-04-28 |
| LA | RA | APPROVED | 2022-02-21 |
| FL | RA | APPROVED | 2022-02-15 |
| VA | RA | APPROVED | 2022-01-27 |
| CT | RA | APPROVED | 2022-01-22 |
| CA | RA | APPROVED | 2022-01-20 |
| NY | RA | APPROVED | 2022-01-20 |
| MD | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED | 2021-01-09 |
| SC | RA | APPROVED | 2020-06-22 |
| MN | RA | APPROVED | 2019-09-20 |
| AZ | RA | APPROVED | 2018-03-29 |
| NJ | RA | APPROVED | 2011-01-26 |
| NH | RA | APPROVED | 2009-03-03 |
| MA | RA | APPROVED | 2008-11-25 |
| ME | RA | APPROVED | 2008-11-12 |
Branch Locations
394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Advisory Group | Lexington | MA | 12/2008 | Present |
Self Direct Your Retirement, LLC: Mr. Chisholm is the non-compensated manager of Self Direct Your Retirement, LLC, which is a personal holding company solely for estate planning for his family and himself and does not conduct any financial services related business through this firm. Utilizes less than 1% of his time in this role. Harrington Eight, LLC: Mr. Kirk Chisholm has ownership and management interests in Harrington Eight, LLC. Harrington Eight, LLC is the owner of the office space leased by Innovative Advisory Group, LLC. Harrington Eight, LLC does not provide any investment related services. Utilizes less than 1% of his time in this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
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