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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2018-12-05 |
Branch Locations
462 Shelburne Road, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Musical Entertainment | Burlington | VT | 11/2006 | Present |
| Lpl Financial | Burlington | VT | 01/2014 | 12/2018 |
| World Investment Advisors, Llc | Santa Barbara | CA | 12/2018 | Present |
| Lot 1 Freeski | Underhill | VT | 12/2017 | Present |
| Acrisure Investment Advisory Solutions, Llc | Burlington | VT | 03/2021 | 12/2025 |
1. 346 Partners, LLC, Real Estate Holding Co., Non-Investment related, Nature of business: Owner/tenant in commercial real estate holding, Partner started 7/1/2012, 0 hours/month. 2. Vermont Consulting, Inc. (Formerly Hickok & Boardman Financial Planning and Group Benefits, Inc.); Burlington VT, Non-Investment related, Holding company for final distribution of assets from Hickock & Boardman Financial Planning & Group Benefits, Inc. acquired by Acrisure, LLC in June 2020; Shareholder; 6/1/2020; 0 hours per month; 0 hours during trading hours; Duties include Meeting annually to discuss financials and K-1 preparation and assign shareholder duties. 3. King Me!, Underhill, VT, Non-Investment related, 444 Poker Hill Rd, Underhill, VT 05489; Musical entertainment, Owner; 1994; 6 hours per month; 0 hours during trading hours: Book gigs, perform at gigs. 4. Acrisure, LLC; Investment Related; 462 Shelburne Rd, Burlington, VT 054010; State registered RIA in VT, Solicitor for World Investment Advisors, LLC; Chief Compliance Officer; 3/1/2020; 5 hours per month; 5 hours during trading hours; Duties include annual filing requirements for the business. 5. Acrisure Investment Advisory Solutions, LLC; Investment Related; 462 Shelburne Road Burlington, VA 05401; LLC formed for tax purposes only; President/CEO/VP; 12/6/2025; 1 hour per month; 0 hours during trading hours; This LLC is not being held out to the public and is formed for tax purposes only as it pertains to my advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
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