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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-24 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizen Advisory Group | Palm Bay | FL | 01/2009 | 04/2024 |
| Alphastar Capital Management, Llc | Melbourne | FL | 07/2011 | 03/2018 |
| Planners Alliance Llc | Holland | MI | 03/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | 04/2024 |
| Foundations Investment Advisors, Llc | Palm Bay | FL | 04/2024 | Present |
| Truepath Financial Design | Palm Bay | FL | 04/2024 | 07/2026 |
(1) SELF-EMPLOYED LICENSED INSURANCE AGENT; INVESTMENT-RELATED; 997 CHELSEA AVE SEBASTIAN, FL 32958; LIFE INSURANCE, HEALTH INSURANCE, AND ANNUITY SALES; 01/2012; APPROX. 1 HR/MONTH; APPROX. 1 HR/MONTH DURING TRADING HOURS; SELLING INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
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