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Joshua William Park

Foundations Investment Advisors LLC

Phoenix, AZ

Denver, CO

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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-11
  • CO RA
    APPROVED
    Since 2024-07-11

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

4725 S. Monaco Street, Suite 110, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Culver Investment Company, Llc Broomfield CO 04/2014 07/2020
Epiqwest Culver Wealth Advisors Llc Broomfield CO 07/2020 07/2024
Foundations Investment Advisors, Llc Phoenix AZ 07/2024 Present
Alpha 1 Tax & Wealth Management Denver CO 07/2024 Present
  • 04/2014 → 07/2020
    Culver Investment Company, Llc
    Broomfield, CO
  • 07/2020 → 07/2024
    Epiqwest Culver Wealth Advisors Llc
    Broomfield, CO
  • 07/2024 → Present
    Foundations Investment Advisors, Llc
    Phoenix, AZ
  • 07/2024 → Present
    Alpha 1 Tax & Wealth Management
    Denver, CO
Previous Registrations
  • 2020-06-15 → 2024-07-09
    Cohesion Wealth Management, Llc
    Broomfield, CO
    Broomfield, CO
  • 2014-06-17 → 2020-11-10
    Culver Investment Company, Llc
    Broomfield, CO
  • 2010-04-06 → 2012-08-22
    Culver Investment Company, Llc
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-14
S63 Uniform Securities Agent State Law Examination 2008-08-26
  • S65 Uniform Investment Adviser Law Examination
    2014-07-14
  • S63 Uniform Securities Agent State Law Examination
    2008-08-26
Other Names
  • Josh Park
  • Joshua W Park

View on SEC IAPD

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