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303 Islington Street, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-01-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2011 | 12/2016 |
| Measured Wealth Client Group | Portsmouth | NH | 03/2011 | Present |
| Measured Wealth Private Client Group Llc | Portsmouth | NH | 03/2011 | Present |
| Ifs Advisory, Llc | Portsmouth | NH | 12/2016 | 11/2019 |
| Ifs Securities | Portsmouth | NH | 12/2016 | 11/2019 |
(1) WENTWORTH DOUGLASS HOSPITAL FOUNDATION; BOARD OF DIRECTORS - FROM 2005 TO PRESENT. CURRENTLY SERVE AS PAST CHAIR OF THE BOARD. HOURS SPENT IN ACTIVITIES INVOLVING THIS BUSINESS - 4 HOURS PER MONTH. (2) JAY H. LEVY WEALTHFOCUS FINANCIAL PLANNING, LLC - ESTABLISHED BACK IN 2014, BUT DORMANT UNTIL OCTOBER OF 2019. TITLE - GENERAL MANAGER ACTIVITIES - ESTABLISHED FOR THE PURPOSES OF PROVIDING FINANCIAL LITERACY AND EDUCATION. THESE ACTIVITIES INCLUDE AUTHORING AND PUBLICATION OF A FINANCIAL AND HOLISTIC PLANNING BOOK IN 2020. TIME ALLOCATED DURING MARKET HOURS -ESTIMATED 25-40 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
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