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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2022-03-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Lifepro Asset Management, Llc | San Diego | CA | 08/2019 | 03/2022 |
| Rockstar Financial | San Diego | CA | 05/2019 | Present |
| Coaching By... Julia Sky | San Diego | CA | 10/2012 | Present |
| Foundations Investment Advisors, Llc | San Diego | CA | 03/2022 | Present |
(1) ROCKSTAR FINANCIAL; INVESTMENT-RELATED; 4028 CAMINITO MELIADO SAN DIEGO CA 92122; LIFE INSURANCE & ANNUITIES; OWNER/PARTNER; START DATE: 05/19; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING LIFE INSURANCE AND ANNUITIES, MAINTAINING CLIENT RELATIONSHIPS. (2) SHE FLIES WITH HER OWN WINGS; PERFORMANCE COACHING FOR EXPERIENCED BUSINESS OWNERS & PROFESSIONALS; 4028 CAMINITO MELIADO SAN DIEGO CA 92122; OWNER; START DATE: OCTOBER 2012; 12 HOURS PER MONTH DURING TRADING HOURS. (3) DIVORCIFI: CERTIFIED DIVORCE FINANCIAL ANALYST; 4028 CAMINITO MELIADO SAN DIEGO CA 92122; START DATE: OCTOBER 2023; 40 HOURS PER MONTH DURING TRADING HOURS; DUTIES: DIVORCE PLANNING, MEDIATION AND SETTLEMENT FACILITATION SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
| S66 | Uniform Combined State Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-13 |
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