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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Carlin Financial Group | Friendswood | TX | 08/2018 | 08/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2018 | 08/2023 |
| Altamarea Group | New York | NY | 09/2017 | 07/2018 |
| Beacon Hill Staffing, Team Enterprises | New York | NY | 01/2017 | 08/2017 |
| Craveable Hospitatlity Group | New York | NY | 07/2015 | 12/2016 |
| Foundations Investment Advisors, Llc | Friendswood | TX | 08/2023 | Present |
1.) CARLIN FINANCIAL GROUP; YES INVESTMENT RELATED; 333 E PARKWOOD AVE, FRIENDSWOOD, TX 77546; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 08/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-12 |
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
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