Eron S. Kennedy

FORTHRIGHT PARTNERSTM

Reno, NV

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CRD#: 6164581

Professional summary

Eron Stephanie Kennedy, who also goes by Eron Stephanie Bitz, Eron Kennedy, Eron Stephanie Kennedy, is a registered financial advisor currently at FORTHRIGHT PARTNERSTM located in Reno, Nevada.

Eron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eron has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eron Stephanie Bitz | Eron Kennedy | Eron Stephanie Kennedy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1/2023 - Premier Trust (not investment-related) - 5474 Longley Lane, Suite 200, Reno Nv 89511. Trust officer - I discuss trust services with clients, advisors and attorneys. 40 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eron Stephanie Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2023 - Present

FORTHRIGHT PARTNERSTM

RIA

CRD#: 317358

Reno, NV

Past

July 12, 2021 - September 21, 2022

TRIDENT CAPITAL ADVISORS, LLC

RIA

CRD#: 305177

RENO, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(11/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/19/2018

Securities Industry Essentials Examination

Current Firm

FORTHRIGHT PARTNERSTM

DEVAN WYSON DBA: FORTHRIGHT PARTNERS | IRONFORGE LLC DBA FORTHRIGHT PARTNERS | FORTHRIGHT PARTNERSTM | DEVAN WYSON DBA: FORTHRIGHT PARTNERSTM

CRD#: 317358 / SEC#:

Nevada

Registered Investment Advisory firm - (1/27/2022 Approved)

Texas

Registered Investment Advisory firm - (2/3/2025 Conditional Restricted)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(702) 688-2540

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eron S. Kennedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eron Stephanie Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTHRIGHT PARTNERSTM

TRIDENT CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2021

SIE

Date: 12/19/2018

Current Firm

FORTHRIGHT PARTNERSTM

Contact information

Documents

Red Flags

Company Information

FORTHRIGHT PARTNERSTM

TRUST BUT VERIFY

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