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102 El Dorado St., Auburn, CA 95603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-01-28 |
Branch Locations
1070 Tunnel Rd Suite 10-218, Asheville, NC 28805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ira Starr - Sole Proprietor | Asheville | NC | 08/1985 | Present |
| Partners For Prosperity, Inc. Dba Wise Money Strategies, Llc | Mt. Enterprise | TX | 05/2014 | 12/2018 |
| Myth Free Financial, Llc | Asheville | NC | 12/2015 | Present |
| Ifc And Insurance Marketing, Inc. Dba Wise Money Info, Llc | Auburn | CA | 01/2020 | Present |
| Beacon Global Group | Marietta | GA | 10/2018 | 02/2020 |
(1) Myth Free Financial, LLC. - Not investment related. Asheville, NC. Author, book sales/speaking/coaching. Managing Member. 12/2015. 84 hours per month of which 46 are during trading hours. A coaching/educational platform that addresses topics covered in the published book as well as actively promoting book sales and speaking engagements regarding the book's use and importance as it relates to many areas of life. (2) Ira Starr - Sole Proprietor - Not investment related. Asheville, NC. Insurance sales. Sole proprietor. 08/1985. 84 hours per month of which 46 are during trading hours. Writes life, fixed annuity, and health contracts for clients. (3) Wise Money Info, LLC - Investment related. Asheville, NC. DBA for investment activity. 02/2020. 72 hours per month of which 58 are during trading hours. This is a DBA for investment related activities with his current firm IFC and Insurance Marketing, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-20 |
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