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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-04 |
| WA | RA | APPROVED | 2025-03-03 |
Branch Locations
1701 Se Columbia River Dr Suite 110, Vancouver, WA 98661 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Phoenix | AZ | 03/2025 | Present |
| Asset Preservation Wealth & Tax | Vancouver | WA | 03/2025 | Present |
| Fisher Investments | Woodside | CA | 10/2013 | 02/2025 |
MAGELLAN FINANCIAL; INVESTMENT RELATED; 1701 SE COLUMBIA RIVER DRIVE, SUITE #110 VANCOUVER, WA 98661; INSURANCE SALES; POSITION: INSURANCE SALES; START DATE: 03/03/2025; 40 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITY HOURS; OFFER INSURANCE PLANS TO PROSPECTIVE CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-02 |
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