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Noah Macfarlane

Fourthought Financial Partners, LLC.

Venice, FL

CRD 7200076

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Employer firm

Fourthought Financial Partners, LLC. CRD 323060

$1.93B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.

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

Current Employers
Fourthought Financial Partners, Llc.

310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-03
  • FL RA
    APPROVED
    Since 2024-06-03

Branch Locations

310 West Venice Ave Suite 201, Venice, FL 34285 • 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
Fourthought Financial Partners Venice FL 11/2019 Present
Insurance Service Of Sarasota Osprey FL 08/2016 11/2018
University Of South Florida- Student Sarasota FL 08/2018 12/2019
Best Buy Orlando FL 01/2016 01/2017
University Of Central Florida Orlando FL 01/2016 04/2017
  • 11/2019 → Present
    Fourthought Financial Partners
    Venice, FL
  • 08/2016 → 11/2018
    Insurance Service Of Sarasota
    Osprey, FL
  • 08/2018 → 12/2019
    University Of South Florida- Student
    Sarasota, FL
  • 01/2016 → 01/2017
    Best Buy
    Orlando, FL
  • 01/2016 → 04/2017
    University Of Central Florida
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-07
  • S65 Uniform Investment Adviser Law Examination
    2022-12-07

View on SEC IAPD

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MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT

Nearby Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL

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