Best Investors Account Sign in
Inactive

Darren Lamare Lundy

Foundations Investment Advisors LLC

Phoenix, AZ

Westerville, OH

Claim This Profile
Current Employers
Foundations Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-05-11
  • OH RA
    APPROVED
    Since 2018-05-11

Branch Locations

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

570 North State Street Suite 210, Westerville, OH 43082 • 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
Foundations Investment Advisors, Llc Scottsdale OH 04/2018 Present
Aptus Marketing Lewis Center OH 05/2014 12/2016
Money Consciousness Westerville OH 03/2016 Present
  • 04/2018 → Present
    Foundations Investment Advisors, Llc
    Scottsdale, OH
  • 05/2014 → 12/2016
    Aptus Marketing
    Lewis Center, OH
  • 03/2016 → Present
    Money Consciousness
    Westerville, OH
Previous Registrations
Other Businesses

MONEY CONSCIOUSNESS; INVESTMENT RELATED; PROVIDE INSURANCE AND ANNUITY PRODUCTS; OWNER; 3/2016; 120 HOURS/MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-12
S65 Uniform Investment Adviser Law Examination 1999-05-28
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S66 Uniform Combined State Law Examination
    2006-09-12
  • S65 Uniform Investment Adviser Law Examination
    1999-05-28
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06
Other Names
  • Darren Bell

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor