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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-15 |
| UT | RA | APPROVED | 2025-10-14 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ars Investment Advisors, Inc. | Lindon | UT | 07/2018 | 10/2019 |
| A Plus Planning & Insurance, Llc | Lindon | UT | 01/2012 | Present |
| 401K Belay, Llc Fka Kristico, Llc | Pleasant Grove | UT | 08/2012 | Present |
| Bcj Capital Management | Scottsdale | AZ | 06/2020 | 01/2023 |
| Iams Wealth Management | Omaha | NE | 01/2023 | 09/2025 |
| Cairn Advisors | Lindon | UT | 01/2012 | Present |
| Velo, Llc | Lindon | UT | 08/2024 | Present |
| Symmetry Partners, Llc | Glastonbury | CT | 10/2025 | Present |
1. Owner of Velo, LLC dba A Plus Planning & Insurance, LLC and dba CAIRN ADVISOR GROUP - Lindon, UT - Insurance agency providing life, health, annuity and disability insurance services- commissions are paid from insurers to A Plus Planning & Insurance 2. Owner of Velo, LLC dba 401K BELAY, LLC fka KRISTICO, LLC - Pleasant Grove, UT- provides administrative services, enrollment and education for MEP 401(k) retirement plan LIFE AND HEALTH INSURANCE LICENSED Outside business activities are not affiliated with, endorsed by, or supervised by Symmetry Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-16 |
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