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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-02-13 |
Branch Locations
462 Shelburne Road, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acrisure Investment Advisory Solutions, Llc Dba H&B Retirement S | Burlington | VT | 01/2022 | 03/2024 |
| Acrisure Partners Group, Llc Dba Aias Retirement | Burlington | VT | 01/2025 | Present |
| Acrisure Partners Group, Llc Dba Aias Retirement | Burlington | VT | 03/2024 | 01/2025 |
| Acrisure Llc Dba Hickok & Boardman Retirement Solutions | Burlington | VT | 01/2020 | 01/2022 |
| Hickok & Boardman Retirement Solutions | Burlington | VT | 11/2015 | 01/2020 |
| World Investment Advisors, Llc | Santa Barbara | CA | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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