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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-20 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
655 Metacom Ave Suite 102, Bristol, RI 02809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life/Nyl Securites | Johnston | RI | 09/2015 | 06/2018 |
| Citizens Wealth Management | Johnston | RI | 06/2018 | 07/2019 |
| Merrill A Bank Of America Company | Lincoln | RI | 07/2019 | 11/2021 |
| Northpointe Bank | Providence | RI | 01/2022 | 09/2022 |
| Maripau Wealth Management | Fort Wayne | IN | 09/2023 | 07/2024 |
| Pleasant Hill, Llc | Warwick | RI | 09/2022 | 09/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2024 | 06/2025 |
| Wealth Max Financial Group | Bristol | RI | 07/2024 | Present |
| Foundations Investment Advisors, Llc | Bristol | NJ | 06/2025 | Present |
WEALTHMAX FINANCIAL GROUP; 655 METACOM AVE, BRISTOL, RI 02809; INVESTMENT RELATED; SELLING INSURANCE TO CLIENTS; INSURANCE AGENT; STARTED: 07/2024; DEDICATES 40 HOURS A WEEK TO SELLING INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-29 |
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