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9 West Third Street, Media, PA 19063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
| DE | RA | APPROVED | 2024-07-02 |
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
5511 Kirkwood Highway, Wilmington, DE 19808 • United States
20245 Bay Vista Road Unit 202, Rehoboth Beach, DE 19971 • United States
9 West Third Street, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Advisors, Llc | Lewes | DE | 09/2007 | 07/2024 |
| Foundation Wealth Management, Llc | Media | PA | 07/2024 | Present |
(1.) NAME OF OBA: INTERGRATED TAX AND BUSINESS SERVICES, LLC; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: TO PROVIDE TAX AND ACCOUNTING SERVICES; INVESTMENT RELATED: NO; TITLE WITH OBA: CPA; DUTIES: AS CPA PERFORM TAX PREPARATION AND ACCOUNTING SERVICES; START DATE: 01/01/2013; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 10; (2.) NAME OF OBA: LTM PROPERTIES, LLC / 5511 KIRKWOOD HWY, LLC; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: REAL ESTATE RENTAL PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: LANDLORD; DUTIES: MANAGE RENTAL PROPERTY LEASED BY FOUNDATION WEALTH MANAGEMENT; START DATE: 01/01/2013; APPROX.NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: NOTARY; ADDRESS OF OBA: REHOBOTH BEACH, DE 19971; NATURE: NOTARY; INVESTMENT RELATED: NO; TITLE WITH OBA: NOTARY PUBLIC; DUTIES: NOTARIZING DOCUMENTS FOR CLIENTS OF FWM APPLICATIONS FOR SCHWAB; START DATE: 01/01/2019; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
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