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1636 North Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-08 |
| SC | RA | APPROVED | 2025-02-21 |
| PA | RA | APPROVED | 2019-01-04 |
| OH | RA | APPROVED | 2011-01-04 |
Branch Locations
44531 National Road, Saint Clairsville, OH 43950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Insurance Inc. | St Clairsville | OH | 06/2005 | Present |
| Investment Research Corp | Denver | CO | 01/2011 | Present |
| World Capital Brokerage, Inc. | Denver | CO | 10/2011 | Present |
PRESIDENT/OWNER OF FOSTER INSURANCE, INC., 44531 National Road, Saint Clairsville, OH 43950. SELL/SERVICE LIFE, P+C, HEALTH INSURANCE; ACCOUNTING + TAX SERVICES. NON-INVESTMENT RELATED. 175 HR/MO. PFMICHAELS FINANCIAL CONSULANTS, LLC., 50% OWNER. 44531 National Road, Saint Clairsville, OH 43950. TAX PREPARATION SERVICES AND FIXED INSURANCE, START 02/15. SEASONAL 25HRS/WEEK. NOT INVESTMENT RELATED. INVESTMENT ADVISOR REPRESENTATIVE WITH INVESTMENT RESEARCH CORPORATION. INVESTMENT RELATED BUSINESS PROVIDING FINANCIAL ADVISE AND INVESTMENT MANAGEMENT SERVICES TO CLIENTS. 40HR/MO. ADDRESS IS 44531 National Road, Saint Clairsville, OH 43950. START DATE WITH INVESTMENT RESEARCH CORPORATION 01/01/2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-12 |
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