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29 Water Street Suite 302, Newburyport, MA 01950 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-24 |
| MA | RA | APPROVED | 2024-05-22 |
Branch Locations
29 Water Street Suite 302, Newburyport, MA 01950 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Middleton | MA | 04/1996 | 03/2018 |
| Householder Group Estate & Retirement Specialists | Middleton | MA | 04/2015 | 03/2018 |
| Scf Securities, Inc | Fresno | CA | 03/2018 | 08/2019 |
| Scf Investment Advisors, Inc | Fresno | CA | 03/2018 | 08/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | 08/2022 |
| Lpl Financial, Llc | Middleton | MA | 03/2006 | 09/2016 |
| Robert Guy, Sole Proprietor | Newburyport | MA | 11/1998 | 12/2020 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2022 | 12/2024 |
| Tia Wealth Management Llc Dba Tax & Investment Advisors | Newburyport | MA | 12/2023 | Present |
| Tia Insurance Services Llc Dba Tax & Investment Advisors | Newburyport | MA | 12/2020 | Present |
| Society Of Financial Awareness | Newburyport | MA | 01/2024 | Present |
| American Financial Education Alliance | Newburyport | MA | 01/2022 | Present |
| Robert Guy, Sole Proprietor | Newburyport | MA | 03/2020 | Present |
1.)TIA INSURANCE SERVICES LLC dba TAX & INVESTMENT ADVISORS; YES INVESTMENT RELATED; 253 LOW STREET, SUITE 2-1, NEWBURYPORT, MA 01950; INSURANCE SALES; PRESIDENT; START DATE 12/2020; APPROX 35 HRS/MONTH; APPROX 30 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2) American Financial Education Alliance; No; Newburyport, MA; 501c3 committed to financial education of the public; Chapter President; 01/2022; 2/ hrs mo; 0/ hrs mo (3) Robert Guy, Sole Proprietor; Author; Investment Related; Newburyport, MA; writing financial education books; Author; 03/2020; 5/ hrs mo; 0/ hrs mo during securities trading hours (4) American Financial Education Alliance; Investment Related; Newburyport, MA; Chapter President; Started 01/2022; Approximately 5 hours spent per month; Approximately 0 hours spent during securities trading hours; provide education to the public regarding retirement through talks, whitepapers and calculators. (5) Society of Financial Awareness; Investment Related; Newburyport, MA; Member; Started 01/2024; Approximately 2 hours spent per month; Approximately 0 hours spent during securities trading hours; provide education to the public regarding retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-05 |
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