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400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2017-06-08 |
Branch Locations
670 Main Street, Suite C-4, East Greenwich, RI 02818 • United States
400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forbes Financial Planning, Inc. | East Greenwich | RI | 07/2015 | 06/2017 |
| Axis Advisors Llc | 197 Warren Avenue, Suite 203, East Providence | RI | 06/2017 | Present |
| Forbes Financial Planning Inc. | East Greenwich | RI | 07/2015 | 06/2017 |
As a Certified Divorce Financial Analyst, Jane McAuliffe provides financial Planning, analysis, accounting and financial advisory in divorce proceedings. She provides these services separately through Collaborative Divorce Strategies. Clients of Axis Advisors LLC are in no way required to use the services of Ms. McAuliffe in her outside capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-15 |
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