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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-12 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1335 44Th Avenue North Suite 102, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenzie Financial | Myrtle Beach | SC | 11/2014 | Present |
| Ameritas Investment Corp | Lincoln | NE | 03/2015 | 03/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2015 | 03/2018 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 06/2021 | 02/2026 |
| Foundations Investment Advisors, Llc | Myrtle Beach | SC | 02/2026 | Present |
1. MCKENZIE FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELL LIFE INSURANCE, FIXED ANNUITIES; PRESIDENT; START DATE=11/2014; HRS/MO=200; TRADING HR/MO=140; CALL ON CLIENT/PROSPECTS SELL LIFE INSURANCE AND FIXED ANNUITIES 2. ALL ENZ,LLC 335 44TH AVE N. STE 102, MYRTLE BEACH, FL 29577.INVESTMENT RELATED; AGENT AND 50% OWNER OF LLC TO MANAGE VACANT FAMILY FARMLAND. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-09 |
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