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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-22 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1340 West Swedesford Rd Suite 7, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crash Proof Retirement | King Of Prussia | PA | 02/2010 | 12/2023 |
| Alphastar Capital Management | Berwyn | PA | 04/2025 | 09/2025 |
| Unemployed | N/A | PA | 12/2023 | 09/2024 |
| Secure Analyzed Financial Engines | Berwyn | PA | 09/2024 | 02/2026 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 10/2025 | Present |
| Catalyst Wealth Management | Berwyn | PA | 02/2026 | Present |
CATALYST WEALTH MANAGEMENT; INVESTMENT RELATED; 1340 WEST SWEDESFORD, SUITE 7, BERWYN PA, 19312; LIFE INSURANCE AND ANNUITIES; AGENT; PROVIDE ANALYSIS OF CLIENTS EXISTING CONSTRACKS/POLICIES AND PROPOSED POLICIES; STARTED: 09/2024; 25 HOURS A MONTH; 5 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-04 |
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