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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
| IL | RA | APPROVED | 2026-04-30 |
Branch Locations
1745 S. Naperville Road Suite 101, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Distribution, Llc | Boston | MA | 06/2010 | 04/2026 |
| Natixis Advisors, Llc | Boston | MA | 06/2010 | 04/2026 |
| Raymond James Financial Services, Inc. | Wheaton | IL | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Wheaton | IL | 04/2026 | Present |
(1) Name of Business: Foundation Wealth Strategies LLC Address: 1745 S Naperville Rd Ste 101, Wheaton , IL, 60189, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-12 |
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