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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
CA RA APPROVED 2022-10-18
TX RA APPROVED 2022-03-14
  • CA RA
    APPROVED
    Since 2022-10-18
  • TX RA
    APPROVED
    Since 2022-03-14

Branch Locations

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

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2019 → 03/2022
    Lifepro Asset Management, Llc
    San Diego, CA
  • 05/2019 → Present
    Rockstar Financial
    San Diego, CA
  • 10/2012 → Present
    Coaching By... Julia Sky
    San Diego, CA
  • 03/2022 → Present
    San Diego, CA
Previous Registrations
  • 2019-08-29 → 2022-03-11
    Lifepro Asset Management
    San Diego, CA
    Austin, TX
  • 2011-08-02 → 2012-09-13
    San Diego, CA
  • 2007-05-18 → 2011-12-21
    San Diego, CA
    Carlsbad, CA
    San Diego, CA
  • 2007-09-19 → 2011-10-06
    Godfrey Financial, Inc.
    San Diego, CA
  • 2006-05-16 → 2007-05-11
    Cetera Investment Services Llc
    San Diego, CA
  • 2005-06-21 → 2006-05-17
    Encintas, CA
    San Diego, CA
  • 2004-10-06 → 2005-06-16
    National Planning Corporation
    San Diego, CA
Other Businesses

(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.

Exams
CodeExamDate
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
  • 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
Other Names
  • Julie Ann Godfrey

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