John G Edwards

Current Employers

Employment History

• 06/2012 → 08/2017
  Ivy Wealth Management, Inc
  Warwick, RI
• 07/2019 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 08/2017 → 05/2023
  Asipre Financial Services
  Tampa, FL
• 06/2023 → Present
  Alerus
  Grand Forks, ND

Previous Registrations

• 2012-08-01 → 2017-08-22
  Ivy Wealth Management, Inc.
  West Warwick, RI
• 2014-03-25 → 2015-03-30
  Gt Investment Advisors, Llc
  Warwick, RI
• 2011-07-29 → 2012-08-09
  Lpl Financial Llc
  Warwick, RI
• 2010-06-15 → 2011-08-18
  Msi Financial Services, Inc.
  Warwick, RI

Other Businesses

No. 1) Name of Business: Alerus; Non-Investment Related; Address: 401 DeMers Ave., Grand Forks, ND 58201; Nature of Business: Retirement Plan Recordkeeping; Position/Title/Relationship: External Wholesaler; Start Date: 5/30/2023; Hours per month: 160+; Hours per month during trading hours: 100%; Duties/Responsibilities: Sell retirement plan recordkeeping platform to financial advisors and TPAs. No. 2) Name of Business: Town of Tiverton; Non-Investment Related; Address: 343 Highland Road, Tiverton, RI 02878; Nature of Business: Municipal Government; Position/Title/Relationship: Town Councilor; Start Date: 11/28/2022; Hours per month: 10; Hours per month during trading hours: 0%; Duties/Responsibilities: Sit on Town Council board, approve policy and budget for the town.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-09
• S63 Uniform Securities Agent State Law Examination
  2008-10-02