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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-06 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
255 Park Ave 10Th Floor Suite 1000, Worcester, MA 01609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resource Partners | Worcester | MA | 09/2011 | 01/2017 |
| Ameritas Investment Corp | Lincoln | NE | 01/2011 | 01/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2011 | 01/2017 |
| D&P Advisors | Worcester | MA | 05/2026 | Present |
| Help To Retire | West Springfield | MA | 02/2017 | 05/2026 |
| Foundations Investment Advisors, Llc | Worcester | MA | 02/2017 | Present |
D&P ADVISORS/ROAD TO RETIRE; INVESTMENT RELATED; 255 PARK AVENUE, 10TH FLOOR, SUITE 1000 WORCESTER, MA 01609; INSURANCE AND ANNUITY PRODUCER; LIFE INSURANCE AND FIXED ANNUITIES; START DATE: 05/2026; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS; 20 HRS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SALES OF LIFE INSURANCE AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-18 |
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