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Current Employers
Measured Wealth Private Client Group, Llc

303 Islington Street, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-12-10
  • ME RA
    APPROVED
    Since 2025-12-10

Branch Locations

303 Islington Street, Portsmouth, NH 03801 • United States

23 Industrial Park Road, Saco, ME 04072 • United States

Saco, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Rockville MD 06/2010 12/2016
Measured Wealth Private Client Group, Llc Portsmouth NH 06/2013 Present
Ifs Securities Portsmouth NH 12/2016 11/2019
Previous Registrations
Other Businesses

(1) RENTAL PROPERTY - WILD LINK RENTALS, LLC; EFFECTIVE 1/1/2020; APPROX. 8 HRS/MONTH (2) BOOKKEEPER; BOOKKEEPING - DAIRY QUEEN, OLD ORCHARD BEACH, MAINE; EFFECTIVE 5/15/2020; APPROX. 25-30 HRS/MONTH (MAY - SEPTEMBER); NON-INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-12
S63 Uniform Securities Agent State Law Examination 1998-08-11
  • S65 Uniform Investment Adviser Law Examination
    2000-07-12
  • S63 Uniform Securities Agent State Law Examination
    1998-08-11
Other Names
  • Kelly Ann Foss
  • Kelly Ann Foss

View on SEC IAPD

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