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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-09 |
Branch Locations
2888 Nationwide Parkway Suite 107, Brunswick, OH 44212 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 01/2015 | 06/2026 |
| Foundations Investment Advisors, Llc | Brunswick | OH | 06/2026 | Present |
(1) THE COLLEGE FUNDING CONNECTION, LLC, Title: OWNER, Description: COLLEGE FINANCIAL AID CONSULTING, Start Date: 05-01-2010, Address: BRUNSWICK, OH, Investment-related? NO, Hours per month: 0, During trading hours: 0 (2) TIER 1 RETIREMENT SPECIALISTS, LLC, Title: OWNER, Description: INVESTMENTS AND INSURANCE, Start Date: 11-01-2011, Address: BRUNSWICK, OH, Investment-related? YES, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-22 |
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