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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
550 Reserve Street Suite 190, Southlake, TX 76092 • United States
3401 W Rock Creek Rd Suite 113, Norman, OK 73072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rolin Insurance Services Llc | Purcell | OK | 07/2001 | Present |
| Willo Financial Group Llc | Purcell | OK | 05/2017 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 09/2021 | 08/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
1. WilLo Financial Group LLC- Sales of Fixed Insurance products. Owner/Agent. 5/2017 - Present. 119W. Main Street Purcell, OK 73080. Investment related. Appx 80 Hours per month. 2. Rolin Insurance Agency LLC - Sales of P&C and Life and Health Insurance Products. Owner/Agent 07/2001 - Present. 119W. Main Street Purcell, OK 73080. Non- Investment related. Appx 40 Hours per month. 3. 09/2025 - Advanced Retirement Solutions - Investment Related - 19843 Johnson Ave Purcell, OK 73080; Owner, Independent Insurance Agent, Administrative Support; Approx. 3 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-04 |
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