Best Investors
Account
Sign in
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| MD | RA | APPROVED | 2023-01-13 |
| FL | RA | APPROVED | 2017-06-09 |
| DE | RA | APPROVED | 2017-04-25 |
| PA | RA | APPROVED | 2017-04-11 |
| VA | RA | APPROVED | 2017-04-11 |
Branch Locations
602 Center Street Suite 105, Mount Airy, MD 21771 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Foundations, Inc | Mount Airy | MD | 02/1998 | Present |
| Integrated Advisors Network | Dallas | TX | 06/2015 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 06/2015 | Present |
1. Integrated Advisors Network; Investment Related; Mount Airy, MD; RIA; Investment Advisor Representative; 07/2015; 0% during business hours; Financial planning for existing clients, investment analysis, working with accountants, attorneys 2. Financial Foundations Inc; Investment Related; Mount Airy, MD; DBA; President; 01/2015; 10% during business hours; Oversight of day to day activities, payroll, book keeping, managing, most time spent as advisor to clients. DBA for financial planning for existing clients, investment analysis, working with accountants, attorney 3. H&M Strategic Consulting, LLC; Non-Investment Related; Mount Airy, MD; 3/2018; Consulting; Owner; 2% during business hours; Occasionally speak with other person interested in utilizing the services that VGA (Vineyard Global Advisors) may offer. 4. Stonewall, LLC/602 Center Street Condo Association; Non-Investment Related; Mount Air, MD; 04/2022; Rental Property LLC and related condo association; Owner/Secretary; 5% during business hours; own and maintain real estate investments; record and maintain condo association records. 5. Stonewall, LLC; investment related. This LLC has owned the office that Financial Foundations, Inc. rents from. Herb Meushaw (my father) is 80% owner of the company and gifted me 20% ownership for estate planning purposes. He receives 80% of the profits and I get 20%. Minority owner; 2% during business hours. 20% of profits. Basic bookkeeping needs, make taxes get filed, serve on condo board as representative for unit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
Reach out to this advisor