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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 | 2026-08-04 |
| CO | RA | APPROVED | 2025-01-06 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
4725 S Monaco St Suite 110, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | San Diego | CA | 10/2016 | 05/2020 |
| Fidelity Brokerage Services Llc | San Diego | CA | 05/2020 | 01/2024 |
| Edgerock Wealth Management | Denver | CO | 02/2024 | 12/2024 |
| Foundations Investment Advisors, Llc | Denver | CO | 01/2025 | Present |
| Alpha 1 Wealth | Denver | CO | 12/2024 | Present |
ALPHA 1 WEALTH; INVESTMENT RELATED; 4725 S MONACO ST SUITE 110 DENVER, CO 80237; ANNUITY & LIFE INSURANCE; INSURANCE SALES REPRESENTATIVE; START DATE: 12/2024 10 HRS/PER MONTH SPENT ON BUSINESS; 0 HRS SPENT DURING SECURITIES TRADING HRS. REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-24 |
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