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3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
Branch Locations
3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
8 Hillside Avenue, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrinsic Wealth Strategies, Inc. | Montclair | NJ | 03/2007 | Present |
| Horter Investment Management | Cincinnati | OH | 08/2016 | 05/2019 |
| The College Funding Academy, Llc | Montclair | NJ | 08/2017 | 12/2018 |
| Foundations Investment Advisors Llc | Montclair | NJ | 05/2019 | 06/2024 |
| Colomb Investment Management Company, Llc | Metairie | LA | 06/2024 | Present |
09-01-2022 Debt Free for Life (not investment related) 134 Three Degree Road, Pittsburgh, PA 15237; Debt Counselor Specialist - provide counseling services on reducing debt; approximately 1 hours monthly on this activity; not conducted during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-15 |
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