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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-24 |
| OK | RA | APPROVED | 2023-07-06 |
| CA | RA | APPROVED | 2023-07-05 |
Branch Locations
61 Maple Avenue, Canton, CT 06019 • United States
San Francisco, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portsmouth Financial | San Francisco | CA | 04/2016 | 12/2016 |
| Scottrade, Inc. | Corte Madera | CA | 12/2016 | 02/2017 |
| Portsmouth Financial Services, Inc. | San Francisco | CA | 02/2017 | 01/2023 |
| Smartlife Financial Group, Llc | Vero Beach | FL | 09/2020 | 01/2023 |
| Fidelity Investments | Westlake | TX | 01/2023 | 06/2023 |
| Portsmouth-Smartlife Financial Group Llc | Atlanta | GA | 06/2023 | 09/2024 |
| Fiscal Wisdom Wealth Management, Llc | Canton | CT | 09/2024 | Present |
OBA-95345|OrgNmn:Max Isaacman|Org Addr:San Franci,California,US|OBA Nature:Writing literature for possibl|Invst Rel:N|Title:author|Duties:Writing literature and gaining publication|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-14 |
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