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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2017-06-21 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
5 Division Street Suite A-113, East Greenwich, RI 02818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin Skaltsis | Warwick | RI | 03/2010 | Present |
| True Financial | East Greenwich | RI | 05/2012 | Present |
| Brokers' Service Marketing Group | Providence | RI | 04/2012 | 02/2022 |
| Ash Brokerage | Fort Wayne | IN | 05/2012 | 02/2022 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 03/2016 | 05/2017 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 06/2017 | Present |
| Advisors' Academy | Fort Lauderdale | FL | 12/2021 | 02/2022 |
| Advisors Excel | Topeka | KS | 02/2022 | Present |
| Combined Benefits United | Hallowell | ME | 03/2015 | 12/2021 |
1. KEVIN SKALTSIS: PROFESSIONAL FOOSBALL PLAYER, TEACH CLINICS FOR PLAYERS AT TOURNAMENTS FOR LESS THAN 1 HOUR PER MONTH SINCE 03/2010. I AM COMPENSATED BY FEES. 2. TRUE FINANCIAL; INVST RELATED; 5 DIVISION STREET, SUITE A-113, EAST GREENWICH, RI 02818; INSURANCE SALES/OWNER; 40 HOURS PER WEEK;STARTED 05/2012 3. BROKERS SERVICE MARKETING GROUP; INVST RELATED; 560 SOUTH MAIN ST, PROVIDENCE RI; INSURANCE BROKER FOR LIFE INSURANCE; 1 HOUR PER MONTH; STARTED 04/2012 4. ASH BROKERAGE;-INVST RELATED; INSURANCE; 1 HOURS PER MONTH; STARTED 05/2012 5. COMBINED BENEFITS UNITED; 89 WATER STREET HALLOWELL, ME 04347; OTHER; INVESTMENT RELATED, NON-SECURITIES; 1 HOURS PER MONTH START DATE: 9/2015; I USE THIS INSURANCE BROKERAGE FOR LIFE INSURANCE, DISABILITY INSURANCE, LTC INSURANCE, FIXED ANNUITIES AND EQUITY INDEXED ANNUITIES. 6. ADVISORS' ACADEMY; INVS'T RELATED; INSURANCE BROKERAGE FOR LIFE, DISABILITY, LTC, FIXED AND EQUITY INDEXED ANNUITIES; 6550 N Federal Hwy, Suite 500, Fort Lauderdale, FL 33308 130 HRS/MONTH; STARTED 12/2021 7. RENTAL PROPERTY; NOT INVESTMENT RELATED; 99 ATLANTIC AVE WARWICK, RI 02888; OWNER; RESIDENTIAL RENTAL PROPERTY; START DATE: 09/01/2022; 2 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS; MAINTENANCE AND REPAIR OF RESIDENTIAL PROPERTY AND COLLECTING RENT. 8.WE CAN HELP YOU, INC.; INVESTMENT RELATED; 5 DIVISION ST. SUITE A113 EAST GREENWICH, RI 02818; NON PROFIT ORGANIZATION; VICE PRESIDENT AND DIRECTOR OF SOCIAL SECURITY EDUCATION; START DATE: 03/08/2021; 1-2 HRS DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS; EDUCATING INDIVIDUALS ABOUT MEDICARE AND SOCIAL SECURITY AS THEY BEGIN THEIR TRANSITION INTO RETIREMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-09 |
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