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William Standley Eden

Vertis Wealth, LLC

Fort Smith, AR

Chicago, IL

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Current Employers
Vertis Wealth, Llc

875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2021-10-22
  • AR RA
    APPROVED
    Since 2021-10-22

Branch Locations

8901 Jenny Lind Rd Ste 9A, Fort Smith, AR 72905 • United States

875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eden Financial Group, Inc. Fort Smith AR 09/1983 Present
Ae Wealth Management Llc Topeka KS 08/2016 Present
Trifound Financial Llc Fort Smith AR 01/2017 03/2021
Trifound Advisory Llc Fort Smith AR 02/2021 03/2021
  • 09/1983 → Present
    Eden Financial Group, Inc.
    Fort Smith, AR
  • 08/2016 → Present
    Topeka, KS
  • 01/2017 → 03/2021
    Trifound Financial Llc
    Fort Smith, AR
  • 02/2021 → 03/2021
    Trifound Advisory Llc
    Fort Smith, AR
Previous Registrations
  • 2016-08-25 → 2021-10-04
    Fort Smith, AR
    Fort Smith, AR
  • 2021-04-08 → 2021-05-12
    Chicago, IL
    Fort Smith, AR
  • 2014-04-24 → 2016-08-26
    Fort Smith, AR
    Wheaton, IL
  • 2010-06-30 → 2014-04-24
    Global Financial Private Capital, Inc.
    Fort Smith, AR
    Sarasota, FL
  • 2008-07-01 → 2010-05-27
    Ridgeway Conger Advisory Services
    Fort Smith, AR
    New Woodstock, NY
  • 2008-03-17 → 2008-07-11
    First Independent Advisory Services, Inc.
    Fort Smith, AR
    Tulsa, OK
  • 2007-07-03 → 2008-03-17
    Fort Smith, AR
  • 2006-10-18 → 2007-07-03
    Eden & Associates, Inc.
    Fort Smith, AR
Other Businesses

1.) EDEN FINANCIAL GROUP, INC.; YES INVESTMENT RELATED; 2221 FIANNA OAKS DR., FORT SMITH, ARKANSAS 72908; INSURANCE SALES; AGENT/PRESIDENT; START DATE 08/1983; 100 HRS PER MONTH; 75 HRS DURING TRADING; INSURANCE SALES AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-02
S63 Uniform Securities Agent State Law Examination 2001-04-02
  • S65 Uniform Investment Adviser Law Examination
    2006-06-02
  • S63 Uniform Securities Agent State Law Examination
    2001-04-02
Other Names
  • Stan Eden
  • William Stan Eden

View on SEC IAPD

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