PP
Paul A. Partridge
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CRD#: 7077115
PP
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul A. Partridge was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2019. Paul had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
SAGE FINANCIAL NJ LLC; PARTNER/INSURANCE AGENT; INSURANCE SALES AND SERVICES; SPRINGFIELD, NJ; START 05/2009; 80 HOURS PER MONTH SPENT IN THIS BUSINESS; 60 HOURS DURING TRADING.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 26, 2022 - November 11, 2022
VERTIS WEALTH, LLC
RIA
CRD#: 307270
MT. LAUREL TOWNSHIP, NJ
Past
March 12, 2019 - July 8, 2022
CITY CENTER ADVISORS, LLC
RIA
CRD#: 203513
SPRINGFIELD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007
Mailing Address
Phone number
(774) 874-3686
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,850 |
| AUM (Assets Under Management) | $ 115,077,651 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
