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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-12 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 11/2017 | 04/2023 |
| Wiser Insurance Agency Llc | Egg Harbor Twp | NJ | 09/2016 | 03/2021 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2023 | 08/2025 |
| My Retirement Peace Of Mind | Egg Harbor Twp | NJ | 04/2023 | Present |
| Iams Wealth Management | Omaha | NE | 08/2025 | Present |
| Calm Seas Retirement Strategies | Egg Harbor Twp | NE | 08/2025 | Present |
1) MY RETIREMENT PEACE OF MIND/CALM SEAS RETIREMENT STRATEGIES; YES INVESTMENT RELATED; 100 PEACH TREE LANE, EGG HARBOR TWP, NJ 08234; ANNUITY & LIFE INSURANCE; ADVISOR; APRIL 2023; 80 HRS/MO DEVOTED; 80 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; HELP CLIENTS WITH INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
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