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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
SurePath Wealth Management 1 year, 10 months Jan 2018 - Present
Brewer Consulting 2 years, 3 months Aug 2017 - Present
Henfruit, LLC 3 years Dec 2014 - Dec 2017
NFP 3 years, 4 months Aug 2011 - Dec 2014
Nfp Securities, Inc. 1 year Aug 2010 - Aug 2011
Pearl Wealth LLC 2 years, 4 months Apr 2008 - Aug 2010

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 29, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Oct 29, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Henfruit, LLC

Last updated on Aug. 13, 2017
    • $1.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 16
      Accounts
    • $78.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Other