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140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-03-15 |
Branch Locations
140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Goffstown, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaubros Llc | Boscawen | NH | 09/2008 | Present |
| Hardi | Columbus | OH | 09/2009 | Present |
| National Association Of Wholesaler-Distributors | Washington | DC | 07/2009 | Present |
| Institute For Trend Research | Boscawen | NH | 10/1990 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Bellwether Advisors, Llc Dba Bellwether Wealth | Lincoln | NE | 03/2019 | Present |
PRESIDENT/ECONOMIST, INSTITUTE FOR TREND RESEARCH SINCE 1990, NOT INVESTMENT-RELATED, SAME ADDRESS, 50% OF BUSINESS HOURS. MANAGING PARTNER, BEAUBROS LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS. MANAGING PARTNER, BEAUPLACE LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS. CHIEF ECONOMIST - HARDI (SINCE 2009), NON-BUSINESS RELATED, LESS THAN 10% OF BUSINESS HOURS. SR. ECONOMIC ADVISOR - NAW (SINCE 2009), NON-BUSINESS RELATED, LESS THAN 10% OF BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-12 |
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