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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-06-28 |
Branch Locations
42 Albion Road Suite 106, Lincoln, RI 02865 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Milford | MA | 05/2013 | 01/2018 |
| Lakefront Insurance Group, Llc | Milford | MA | 01/2018 | 01/2021 |
| Lakefront Insurance Group, Llc | Lincoln | RI | 01/2021 | Present |
| Foundations Investment Advisors, Llc | Lincoln | RI | 06/2023 | Present |
LAKEFRONT INSURANCE GROUP, LLC; INVESTMENT RELATED; 42 ALBION ROAD, SUITE 106, LINCOLN, RI 02865; INSURANCE SALES; OWNER/MANAGER;START JANUARY 2018; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS; HEALTH/LIFE/ACCIDENT INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
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