Daniel Patrick Forbes

Current Employers

Employment History

• 09/2003 → Present
  Forbes Insurance Agency
  Providence, RI
• 03/2007 → Present
  Forbes Financial Planning
  Providence, RI

Previous Registrations

• 2007-12-17 → 2008-04-08
  Eagle Strategies Llc
  Providence, RI

Other Businesses

Mr. Forbes is also the Lead Investor for "I Got It Holdings Corp.", a corporation organized in the state of Delaware. As the Lead Investor Mr. Forbes, is responsible for directing the vote of all investors on Wefunder Portal LLC1. *the name of the other business; I Got It Holdings Corp. *whether the business is investment-related; Yes *the address of the other business; 400 Crossing Boulevard, 6th Floor Bridgewater, NJ 08807 *the nature of the other business; your position; Lead Investor *title, or relationship with the other business; Lead Investor *the start date of your relationship; Initial purchase was 11/3/2020 *the approximate number of hours/month you devote to the other business; Half hour ZOOM update every month *the number of hours you devote to the other business during securities trading hours; Zero *briefly describe your duties relating to the other business; Responsible for directing the vote of all investors on Wefunder Portal LLC1 While I'm still listed as Lead Investor, this offer is closed. I Got It is raising additional funds directly *the name of the other business; Member of the Board of Directors *whether the business is investment-related - No *the address of the other business - 1 Home Loan Plaza, Warwick, RI 02886 *the nature of the other business; home loan investment bank *your position; title, or relationship with the other business; Member of the Board of Directors *the start date of your relationship; April 29, 2022 *the approximate number of hours/month you devote to the other business; 6 *the number of hours you devote to the other business during securities trading hours; 2 *and briefly describe your duties relating to the other business; Attend and participate in quarterly meetings of the Board of Directors

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-04
• S65 Uniform Investment Adviser Law Examination
  2007-04-12

Designations