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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-23 |
Branch Locations
16220 N Scottsdale Rd Suite 330, Scottsdale, AZ 85254 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers Alliance | Fountain Hills | AZ | 03/2010 | 08/2025 |
| Acrylic Financial, Inc | Surprise | AZ | 05/2024 | 08/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
ELITE LEGACY PLANNERS LLC; INVESTMENT RELATED; 16220 N SCOTTSDALE RD SUITE 330 SCOTTSDALE, AZ 85254 ; INSURANCE SALES; PRESIDENT/OWNER; HEP CLIENTS WITH THEIR NEED FOR LIFE INSURANCE AND ANNUITIES; STARTED: 01/2024; DEDICATES AROUND 20-30 HOURS PER WEEK DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-23 |
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