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Chase Ivan Boardman

Eversource Wealth Advisors, LLC

Birmingham, AL

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-01-03
  • AL RA
    APPROVED
    Since 2024-01-03

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keystone Wealth Partners Chandler AZ 05/2021 07/2021
Liberty University Lynchburg VA 08/2018 05/2022
Shults Auto Group Jamestown NY 05/2019 08/2019
Bemus Point United Methodist Church Bemus Point NY 05/2018 08/2018
Coppola's Pizzeria Bemus Point NY 05/2017 08/2017
Keystone Wealth Partners Chandler AZ 08/2021 01/2022
N/A N/A NY 08/2011 05/2018
Bmss Wesson Wealth Solutions, Llc Birmingham AL 07/2022 01/2024
Eversource Wealth Advisors, Llc Birmingham AL 01/2024 Present
  • 05/2021 → 07/2021
    Keystone Wealth Partners
    Chandler, AZ
  • 08/2018 → 05/2022
    Liberty University
    Lynchburg, VA
  • 05/2019 → 08/2019
    Shults Auto Group
    Jamestown, NY
  • 05/2018 → 08/2018
    Bemus Point United Methodist Church
    Bemus Point, NY
  • 05/2017 → 08/2017
    Coppola's Pizzeria
    Bemus Point, NY
  • 08/2021 → 01/2022
    Keystone Wealth Partners
    Chandler, AZ
  • 08/2011 → 05/2018
    N/A
    N/A, NY
  • 07/2022 → 01/2024
    Bmss Wesson Wealth Solutions, Llc
    Birmingham, AL
  • 01/2024 → Present
    Eversource Wealth Advisors, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-02
  • S65 Uniform Investment Adviser Law Examination
    2021-08-02

View on SEC IAPD

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