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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-03-06 |
| ME | RA | APPROVED | 2016-05-09 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
190 Main Street 2Nd Floor, Saco, ME 04072 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 04/2016 | Present |
| Combined Benefits United | Hallowell | ME | 06/2014 | Present |
P T Hanson Financial and Retirement Planning; it is investment related; 110 Main St, Ste 1306A, Saco, ME 04072; insurance and annuity agent; principal and agent; since June 2014; at least 80+ hours per month during market hours; offer clients fixed insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-07 |
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