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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 | 2022-10-14 |
| CT | RA | APPROVED | 2018-02-08 |
| ME | RA | APPROVED | 2016-01-14 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
243 Tresser Blvd. 17Th Floor, Stamford, CT 06901 • United States
77 Water Street, Hallowell, ME 04347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Igt Management / Retirement Planning Division | China | ME | 08/2014 | Present |
| Maine Math & Science Alliance | Augusta | ME | 10/2010 | 08/2017 |
| Igt Management | China | ME | 04/2009 | Present |
| Foundations Investment Advisors, Llc | Hallowell | ME | 01/2016 | Present |
IGT Management/Retirement Planning division; it is investment related; 126 Tarybelu Lane, China, ME 04358; President & CEO and independent insurance and annuity agent; since August 2014. Approximately 80 hours or more per month during security markets hours; independent agent offering annuities, insurance and medicare insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-29 |
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