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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-05 |
Branch Locations
210 N Mill St, Aspen, CO 81611 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Advisors | Denver | CO | 11/2021 | Present |
| First Western Trust | Aspen | CO | 11/2016 | 10/2021 |
| Self Employed | Aspen | CO | 10/2012 | 11/2016 |
| Foundations Investment Advisors, Llc | Aspen | CO | 10/2022 | Present |
| Aspen Crypto Advisors, Llc | Aspen | CO | 06/2021 | Present |
06/2021 - Aspen Crypto Advisors, LLC ; Owner ; Consulting Services; Approximately 12 hours a month (3 hours per week) . 11/2021 - Independent Insurance Advisors, LLC - Managing Director; life insurance sales; approximately 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
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