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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| CT | RA | APPROVED | 2017-06-27 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Avon, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Patriot Financial Group | Westbough | MA | 03/2015 | 06/2017 |
| Marcia L. Bernstein | Avon | CT | 05/2000 | Present |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 06/2017 | Present |
MARCIA L BERNSTEIN; IT IS INVESTMENT RELATED; 9 CHELSEA PLACE, AVON, CT 06001; INSURANCE SALES AS A SELF EMPLOYED INDIVIDUAL; FOUNDER AND AGENT; SINCE 05/2000; AT LEAST 80 HOURS PER MONTH DURING MARKET TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-02 |
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