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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-17 |
| NH | RA | APPROVED | 2017-02-03 |
Branch Locations
Red Hill Business Center 396 Whittier Highway, Suite 1, Moultonborough, NH 03254 • 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 |
|---|---|---|---|---|
| Combined Benefits United | Hallowel | ME | 11/2015 | Present |
| Combined Benefits United | Hallowell | ME | 02/2014 | Present |
| Cbc National Bank | Alpharetta | GA | 01/2014 | 09/2016 |
| Virtue Capital Management, Llc | Nashville | TN | 09/2016 | 02/2017 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 02/2017 | Present |
| Whitney And Associates | Des Moines | IA | 02/2017 | Present |
1)Susan Hopp- Self Employed Fixed Insurance and Annuity Agent; it is Investment Related; 68 Spring Rd, Amherst, NH 03031; offers fixed annuities and life insurance; Independent Agent; Since 09/2016; not more than 80 hours per month during market hours Combined Benefits United Hallowell, ME 02/2014 1099 Employee Seminar Speaker not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
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