Garry Lee Pakozdy

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 12/2018
  Horter Investment Management, Llc
  Cincinnati, OH
• 10/1995 → 08/2018
  Pako Investments, Llc
  Lancaster, SC
• 08/2012 → Present
  Chadmere Capital
  Lancaster, PA
• 08/2018 → Present
  Coastal Real Estate Sc, Llc
  Lancaster, PA
• 12/2018 → Present
  Foundations Investment Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2012-08-31 → 2018-12-21
  Horter Investment Management, Llc
  Lancaster, SC
  Lancaster, SC
  Cincinnati, OH

Other Businesses

The Name of the other business: Chadmere Capital Investment Related: Yes Address of other business: 627 RUGBY RD LANCASTER, SC 29720 United States Nature of other business: Insurance/Annuities Your position: Agent Start Date: 8/27/12 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: Insurance/annuities sales The Name of the other business: Coastal Real Estate SC, LLC Investment Related?: Yes Address of other business: 1671 Memorial Park Rd, Lancaster, SC 29720 Nature of other business: Property management Your position: Manager Start Date: 8/15/2018 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Receives 10% of all rents collected, responsible for office operation costs, Oversee property management of properties owned

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-06