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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_RES | 2026-04-27 |
| WA | RA | APPROVED | 2021-06-03 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
900 Sw 16Th St. Suite 300, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark A. Stimpson And Associates | Federal Way | WA | 08/1980 | Present |
| Elevated Captial Advisors, Llc | Sandy | UT | 10/2020 | 05/2021 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 05/2021 | Present |
Insurance sales, Investment related Federal Way, WA Insurance Agent offer/sell insurance products, specifically life and fixed annuities. This business takes place during trading hours. Total hours monthly is approximately 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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