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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-19 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
162 W Main Street Suite 307, Cartersville, GA 30120 • United States
300 Parkbrooke Place Suite 140, Woodstock, GA 30189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Duluth | GA | 05/2016 | 09/2018 |
| Strategic Retirement Solutions, Llc | Roswell | GA | 08/2018 | 12/2022 |
| Gradient Securities, Llc | Arden Hills | MN | 01/2020 | 06/2021 |
| Your Wealth Advisors | Woodstock | GA | 01/2022 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
(1) YOUR WEALTH ADVISORS; INVESTMENT RELATED; 300 PARKBROOKE PLACE, STE 140, WOODSTOCK, GA 30189; INSURANCE SALES; INSURANCE AGENT; MEETING WITH CLIENTS FROM SEMINARS TO HELP EDUCATE ON ANNUITY BUSINESS; 100 HOURS PER MONTH (2) YOUR WEALTH ADVISORS; NON-INVESTMENT RELATED - 300 PARKBROOKE PLACE, STE 140, WOODSTOCK, GA 30189; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES USING 3RD PARTY ENCORE ESTATE; DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
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