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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 08/2020 | 03/2021 |
| New York Life Insurance Company | Dallas | TX | 09/2006 | 03/2021 |
| Victory Chapel Aka The Door | El Paso | TX | 04/2007 | 03/2020 |
| Simplicity Wealth | Summit | NJ | 12/2023 | 07/2025 |
| Reliant Wealth Management | Bargersville | IN | 12/2023 | Present |
| Reliant Investment Group | Bargersville | IN | 06/2020 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 07/2025 | Present |
(1) The Potter`s House Church; Not investment related; 7748 Madison Ave, Indianapolis, IN 46227; start date 06/2020; Pastor; I help in community outreach, bible study and leadership roles; 0 during securities trading hours. (2) Reliant Wealth Management; Not investment related; 5511 Auburndale Dr Bargersville IN 46106; Insurance, Owner/ Insurance Agent; 01/01/2002; 80 hours per month, 80 hours during securities trading hours, Provide annuities and life insurance products and services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-08 |
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