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Riverside, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-26 |
Branch Locations
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Www.fRancesinsights.cOm | Tahoe City | CA | 09/2009 | Present |
| Optimal Capital Advisors, Llc | Traverse City | MI | 10/2017 | 07/2024 |
| Scarlet Oak Financial Services | Atlanta | GA | 07/2024 | 02/2026 |
| Cg Advisory Services | Williamston | MI | 07/2024 | 02/2026 |
| Tuttle Wealth Partners Llc | Riverside | CT | 02/2026 | 08/2026 |
| Tuttle Capital Management, Llc | Riverside | CT | 08/2026 | Present |
1) - Co-Trustee of the Margaret Newton Trust 2012 / Co-Trustee of the Frances Newton Stacy Trust - 2017 2016-2017 c/o The Fiduciary Group 310 Commercial Drive Savannah, GA 31416 I devote a few hours a month to this which may or may to fall during trading hours. I monitor and recommend strategies and trades based on market activity. 2). www.francesinsights.com - blog for market analysis commentary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
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