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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
| CT | RA | APPROVED | 2025-10-15 |
Branch Locations
Westport, CT • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Strategy Advisors, Inc. | Naples | FL | 08/2005 | 09/2025 |
| Cm Tcheyan Llc | Naples | FL | 07/2012 | Present |
| Gateway Wealth Partners, Llc | Naples | FL | 09/2025 | Present |
06/2012 CM Tcheyan LLC, non investment related, Naples, FL, Partner, file taxes for this firm, 2 hour a year spent on business, no time spent during securities trading hours, holding company for real estate. Boom Contemporary; non-investment related; founder; start 1/1/2022; duties include selecting artists members; hire staff, manage finances and PR, encourage artists members to promote their work; 4 hrs/month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-19 |
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