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17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-23 |
Branch Locations
17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 04/2017 | 08/2019 |
| Petsmart Llc | Sarasota | FL | 05/2011 | 02/2017 |
| Mwa Financial Services, Inc. | Rock Island | IL | 06/2017 | 08/2019 |
| Ideal Retirement Solutions, Llc | Port Charlotte | FL | 06/2019 | Present |
| Portfolio Medics | Bonita Springs | FL | 05/2021 | Present |
| Alphastar Capital Management, Llc | Port Charlotte | FL | 01/2020 | Present |
| Ideal Retirement Solutions, Llc | Port Charlotte | FL | 10/2024 | Present |
Dual registered with Alphastar Capital Management as an IAR. In this position Mr. Cyr transacts in Alternative Products. He spends approximately 20 hours a month in this endeavor during both market and non-market hours. Ideal Retirement Solutions Investment related: Yes (Strictly insurance sales) 1620 Tamiami Trail #100 Port Charlotte, FL 33948; Insurance sales (Life & Annuity) 50%; Member Owner since inception 08/01/2019; He works 40-50 hours per week and anticipates roughly 25% of that will be spent working with insurance-based products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-19 |
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