Boris Foxman

Current Employers

Employment History

• 11/1997 → 02/2021
  Avantax Investment Services, Inc.
  Rockville, MD
• 11/2000 → 02/2021
  Avantax Insurance Agency, Llc
  Rockville, MD
• 04/2006 → Present
  Crump Insurance Agency
  Bethesda, MD
• 07/1995 → 09/2020
  Nbac Corp
  Rockville, MD
• 09/2020 → Present
  Iventure Accounting Group
  Rockville, MD
• 01/2021 → Present
  Foxman Asset Advisors Inc.
  Rockville, MD

Previous Registrations

• 1999-11-12 → 2021-01-29
  Avantax Advisory Services
  Rockville, MD

Other Businesses

1. iVenture Accounting Group Inc.; President; Investment related: No; 1700 Rockville Pike, Unit 110 Rockville MD 20852 United States; Accounting firm. This activity is reflected in Foxman Asset Advisors Inc.; Overseeing overall strategy of the company. Operations are run by a President of the company; 2020-08-13; Hours per month devoted to business during trading hours: 16; Hours per month devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 30; 2. Crump Life Insurance/Fixed Insurance - Not investment related 1700 Rockville pike, unit 110 Rockville, MD 20852 - Insurance sales - Insurance agent - 9/1/2020 - 4 hours a month 4 trading hours a month - client solicitation, insurance products 3. ITS Group, LLC - not investment related - 450 N Washington St Shite H, Falls Church VA 22046 - Tax preparation, accounting firm - General partner 6/16/2015 - 15 hours a month 0 trading hours a month - overseeing the overall strategy and business development 4. Foxman Asset advisors inc - investment related - Financial advisory - CEO - 1/1/ 2021/ 60 hours a month - 6o security hours a month - client solicitation and advisory; overseeing the overall strategy and operations for the company 5. CustomPay Inc - president - not investment related - payroll services firm - payroll processing, oversee the implementation and processing of payroll processing functions - 7/1/1997 - 1700 Rockville Pike Unit 110 Rockville, MD 20852 - 1 hour a month devoted to this activity 6. CEO; Investment related: Yes; 1700 Rockville Pike, Unit 110 Rockville MD 20852 United States; Boris Foxman refers clients to Strategic Group Benefits LLC and receives a commission for selling group insurance products and services. ; Duties: Referral of clients to Strategic Group Benefits LLC and assistance with selling group insurance products and services.; 2020-12-15; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-06
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Other Names

• Boris Foxman