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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-09-12 |
Branch Locations
176 Eddie Dowling Hwy Unit 202, North Smithfield, RI 02896 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibs | N. Providence | RI | 10/2016 | 07/2018 |
| Apple | Natick | MA | 10/2014 | 10/2016 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 04/2020 | 09/2023 |
| New Horizon Consulting | Pawtucket | RI | 07/2018 | 09/2020 |
| Triforce Advisors | N Smithfield | RI | 05/2023 | Present |
| Managing Member And Chief Compliance Officer | Managing Member And Chief Compliance Officer | RI | 01/2013 | Present |
| Ae Wealth Management | Topeka | KS | 09/2023 | Present |
10/2009 - SELF EMPLOYED INSURANCE PRODUCER - INVESTMENT RELATED - 176 EDDIE DOWLING HWY N., SMITHFIELD, RI 02896; INDEPENDENT AGENT; APPROXIMATELY 270 HOURS/MO. DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS, PRESENTING PLANS, CONDUCTING REVIEWS WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-13 |
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