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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-01-08 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
5269 Irwin Rd. Suite B, Huntington, WV 25705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Ashland | KY | 09/2014 | 12/2020 |
| Mutual Of Omaha Insurance Company | Ashland | KY | 08/2014 | 12/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 12/2020 | Present |
Insurance Agent; Start Date: 08/2014; Investment Related; Agent; Insurance Lines: Life, Health, Annuity, Property and Casualty; Approximately 40 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-17 |
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