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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Topeka | KS | 08/2025 | 08/2025 |
| Jeffrey S Blocker Dba Wellsaves Benefits | Needham | MA | 07/2016 | 10/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 08/2025 | Present |
| Jeffrey S. Blocker Dba Bean Harbor Advisors Llc | Needham | MA | 10/2025 | Present |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 04/2026 | Present |
07/2016 - Bean Harbor Advisors (formerly WellSaves Benefits) - Investment Related -163 Highland Ave Needham, MA 02494 ;Owner, Insurance agent, Administrative Support ; Approx. 130 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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