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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-05-02 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
12465 S Fort Street Ste.225, Draper, UT 84020 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Vantage Point Investments | Sandy | UT | 11/2014 | 11/2017 |
| Lee Miles Llc | Ogden | UT | 08/2016 | 11/2016 |
| Allegis Investment Advisors | Idaho Falls | ID | 12/2017 | 05/2018 |
| Ars Investment Advisors, Inc. | South Jordan | UT | 05/2018 | 03/2019 |
| Townsquare Capital Llc | Provo | UT | 03/2019 | 06/2023 |
| Financial Foundations | Draper | UT | 02/2022 | Present |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
FINANCIAL FOUNDATIONS, LLC: OWNER, INVESTMENT ADVISORY SERVICES DBA for RIA AFFILIATION PAUL EWELL INVESTMENTS AND INSURANCE SERVICES INC.: SALE OF VARIOUS TYPES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. 100 HRS PER MONTH ANDY BROWN BAND; MUSICIAN IN A BAND,NON INVESTMENT RELATED, 5 HRS A MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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