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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-02
PA RA APPROVED 2019-09-19
  • OH RA
    APPROVED
    Since 2022-08-02
  • PA RA
    APPROVED
    Since 2019-09-19

Branch Locations

504 S. Main Street, Zelienople, PA 16063 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Money Advisors Zelienople PA 06/2010 Present
Foundation Investment Advisors, Llc Zelienople PA 09/2019 Present
Bob & Cattle Llc Dba Secure Money Wealth And Tax Zelienople PA 05/2026 Present
  • 06/2010 → Present
    Secure Money Advisors
    Zelienople, PA
  • 09/2019 → Present
    Foundation Investment Advisors, Llc
    Zelienople, PA
  • 05/2026 → Present
    Bob & Cattle Llc Dba Secure Money Wealth And Tax
    Zelienople, PA
Other Businesses

1) SECURE MONEY ADVISORS LLC FKA SENIOR RETIREMENT SERVICES OF PENNSYLVANIA ;INVESTMENT RELATED; 504 SOUTH MAIN ST., ZELIENOPLE, PA 16063; INSURANCE; INSURANCE AGENT; START DATE: 11/2007; 80 HRS/MONTH DEVOTED TO OTHER BUSINESS; 80 HRS/MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS, PRESENTING PLANS, AND CONDUCTING ANNUAL REVIEWS WITH CLIENTS, AS WELL AS OTHER REGULAR DUTIES INVOLVED IN RUNNING A BUSINESS. 2) BOB & CATTLE LLC DBA SECURE MONEY WEALTH AND TAX; INVESTMENT RELATED; 504 S. MAIN STREET, ZELIENOPLE, PA 16063; INSURANCE AND MARKETING COMPANY; OWNER; START DATE 05/2026; APPROX 0-1 HRS/MO; APPROX 0-1 HRS/MONTH DURING TRADING; GENERAL DUTIES INVOLVED WITH OWNERSHIP AND OPERATIONS OF AN INVESTMENT RELATED INSURANCE AND MARKETING COMPANY. 3) SECURE MONEY HEALTH; INVESTMENT RELATED; 504 SOUTH MAIN ST., ZELIENOPLE, PA 16063; OWNER; START DATE: 05/2022; 8 HRS/MONTH DEVOTED TO OTHER BUSINESS; 8 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITES TRADING HRS. HE MEETS WITH MEDICARE AGENTS AND OVERSEES MEDICARE AND HEALTH INSURANCE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-18
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28

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