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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-01-06 |
| VT | RA | APPROVED | 2022-01-05 |
Branch Locations
462 Shelburne Road, Burlington, VT 05402 • United States
Atkinson, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Waltham | MA | 04/2014 | 12/2021 |
| Princor Financial Services Corporation | Waltham | MA | 05/2014 | 12/2021 |
| World Investment Advisors, Llc | Santa Barbara | CA | 01/2022 | Present |
| Acrisure Investment Advisory Services, Llc | Burlington | VT | 01/2022 | Present |
Acrisure Investment Advisory Solutions, LLC (Hickok & Boardman Retirement Solutions,Inc.); Investment Related; 346 Shelburne Rd., 5TH Floor, Burlington, VT 05401; Insurance Brokerage; Producer; 1/3/2022; 20 hours per month; 20 hours during trading hours; Prospecting & Selling individual Insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
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