Best Investors
Account
Sign in
Best Investors
Account
Sign in
The Foundry Financial Group, Inc. CRD 116823
$284M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
67 Water Street Suite 101, Laconia, NH 03246-3300 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| MA | RA | APPROVED | 2012-06-28 |
| NH | RA | APPROVED | 2001-07-25 |
Branch Locations
67 Water Street Suite 101A, Laconia, NH 03246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fogarty Associates, Inc. | Laconia | NH | 04/1992 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2001 | 05/2020 |
| The Foundry Financial Group, Inc. | Laconia | NH | 05/2001 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | 10/2023 |
AEHT LLC, 67 WATER ST STE 101, LACONIA, NH, 08/07/2019. OWNER, Real Estate, NIR, 1HR/MO-1HR/TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-22 |
Reach out to this advisor