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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-11 |
Branch Locations
1360 North Bullard Avenue Suite 101, Peoria, AZ 85382 • 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 |
|---|---|---|---|---|
| Farmers Financial Solutions | Olympia | WA | 01/2016 | 04/2018 |
| Farmers Insurance | Olympia | WA | 01/2016 | 04/2018 |
| Edward Jones | St.LOuis | MO | 04/2018 | 04/2022 |
| Desert Financial Credit Union | Glendale | AZ | 04/2022 | 12/2022 |
| Desert Financial Wealth Management | Glendale | AZ | 04/2022 | 12/2022 |
| Raymond James Financial Services, Inc. | Glendale | AZ | 04/2022 | 12/2022 |
| Raymond James Financial Services Advisors, Inc. | Glendale | AZ | 04/2022 | 12/2022 |
| Strategy Financial Group | Phoenix | AZ | 01/2023 | 04/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 05/2024 | Present |
| Asset Preservation Wealth And Tax | Surprise | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-14 |
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