Ivan Henriquez

Employer firm

Forthright Capital CRD 323596

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 02/2020
  Synergized Property Acquisitions, Llc
  West Hartford, CT
• 05/2018 → 07/2019
  Munchies Vending, Llc
  Fort Mill, SC
• 11/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → 03/2023
  Park Avenue Securities
  Atlanta, GA
• 02/2023 → 03/2023
  Guardian Life Insurance Company
  Atlanta, GA
• 03/2023 → 08/2023
  Guardian Life Insurance Company
  Charlotte, NC
• 03/2023 → 08/2023
  Park Avenue Securities
  Charlotte, NC
• 08/2023 → Present
  Forthright Capital Advisory
  Las Vegas, NV
• 08/2023 → Present
  Forthright Capital Partners
  Las Vegas, NV

Previous Registrations

• 2023-02-24 → 2023-08-31
  Park Avenue Securities Llc
  Charlotte, NC
  Atlanta, GA
• 2020-10-05 → 2023-02-17
  Equitable Advisors, Llc
  Fort Mill, SC
  Charlotte, NC
  Charlotte, NC

Other Businesses

Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 08/2023, 160 hours per month and 120 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-01
• S63 Uniform Securities Agent State Law Examination
  2018-12-13

Other Names

• Ivan Henriquez
• Ivan Tomas Henriquez