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George Eugene Washington

Foundations Investment Advisors LLC

Phoenix, AZ

Cerritos, CA

CRD 6646144

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Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-04
  • CA RA
    APPROVED
    Since 2025-03-04

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

18000 Studebaker Rd Suite 700, Cerritos, CA 90701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Bank Carlsbad CA 06/2016 04/2018
Family First Life San Diego CA 04/2018 01/2020
American Senior Benefits Woodland Hills CA 01/2020 08/2020
Complete Weddings And Events San Diego CA 10/2020 Present
Arnion Financial San Diego AZ 08/2020 Present
Foundations Investment Advisors Phoenix AZ 03/2025 Present
  • 06/2016 → 04/2018
    Jp Morgan Chase Bank
    Carlsbad, CA
  • 04/2018 → 01/2020
    Family First Life
    San Diego, CA
  • 01/2020 → 08/2020
    American Senior Benefits
    Woodland Hills, CA
  • 10/2020 → Present
    Complete Weddings And Events
    San Diego, CA
  • 08/2020 → Present
    Arnion Financial
    San Diego, AZ
  • 03/2025 → Present
    Foundations Investment Advisors
    Phoenix, AZ
Other Businesses

(1) NAME OF ENTITY: Cupcakes and Curls, POSITION: Bookkeeping, START DATE: 1/5/2017, ADDRESS: 950 Vista, CA 92084, DETAILS: Baking endeavor; I will assist with the bookkeeping aspect of this business, HOURS DEDICATED: 5-10 per month, HOURS DURING TRADING: 0, INVESTMENT RELATED: No (2) NAME OF ENTITY: Cyber Shield Associates, Inc., POSITION: Cyber Security, START DATE: 7/1/2016, ADDRESS: 3960 Las Vegas, NV 89169, DETAILS: CSAWebSecurity.com; multi-level marketing business aimed at protecting consumers' personal data, HOURS DEDICATED: 5-10 per month, HOURS DURING TRADING: 0, INVESTMENT RELATED: No (3) NAME OF ENTITY: Uber, POSITION: Rideshare Driver/Partner, START DATE: 10/31/2015, ADDRESS: 950 Vista, CA 92084, DETAILS: Uber.com; I accept or decline requests and transport riders to their desired locations, HOURS DEDICATED: 15-20 per month, HOURS DURING TRADING: 0, INVESTMENT RELATED: No (4) NAME OF ENTITY: (Self), POSITION: Notary, START DATE: 7/12/2016, ADDRESS: 950 Vista, CA 92084, DETAILS: Notary, HOURS DEDICATED: 1-2 per month, HOURS DURING TRADING: 0, INVESTMENT RELATED: No (5) COMPLETE EVENTS; NOT INVESTMENT RELATED; ADDRESS: 21463 RIDING TRAIL, HARMONY GROVE, CA 92029; MUSICAL ENTERTAINMENT FOR HIGH VALUE WEDDINGS; SENIOR DJ TECHNICIAN; START DATE: 10/2019; NUMBER OF HOURS A MONTH: 60 (6) INTEGRITY FINANCIAL RESOLUTIONS; INVESTMENT RELATED; ADDRESS: 28125 HAMDEN LN, ESCONDIDO, CA 92026; LIFE INSURANCE; SENIOR AGENT; ADVISING FOR LIFE INSURANCE AND FIXED LIFE INSURANCE AND ANNUITIES; START DATE: 03/2017; NUMBER OF HOURS A MONTH DURING TRADING HOURS: 140

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2016-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2016-06-09
Other Names
  • George E Washington
  • George Eugene Washington Jr.

View on SEC IAPD

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