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1176 E Warner Rd Suite 218, Gilbert, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-02 |
Branch Locations
1176 E Warner Rd Suite 218, Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dexmet Corporation | Wallingford | CT | 06/2007 | 08/2019 |
| Truenorth Retirement Planning | Chandler | AZ | 01/2020 | Present |
| West Coast Capital Management, Llc | Gilbert | AZ | 07/2021 | Present |
| Unemployed | West Hartford | CT | 08/2019 | 01/2020 |
I am a licensed life and health producer that receives commission payments directly from the insurance carrier upon the sale of their insurance product. The business is investment-related and proceeds from insurance product sales are handled by TrueNorth Retirement Planning, LLC, which I am the owner since 07/2021. For TrueNorth Retirement Planning, LLC, I dedicate 00 hours per week on the activity and 00 hours are dedicated during securities trading hours. There are no responsibilities, as the entity is solely for tax purposes and receiving insurance product sales proceeds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
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