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Current Employers
Foundry Financial Llc

479 S Marengo Ave, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-24
FL RA APPROVED 2024-10-10
  • TX RA
    APPROVED
    Since 2025-07-24
  • FL RA
    APPROVED
    Since 2024-10-10

Branch Locations

Fort Lauderdale, FL • United States

479 S Marengo Ave, Pasadena, CA 91101 • 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
Pageport, Inc., D/B/A Slant) Lehi UT 05/2026 Present
Foundry Financial Llc Los Angeles CA 08/2024 Present
Full Time Student West Chester PA 05/2014 12/2020
The Hankin Group Exton PA 06/2017 08/2017
Ridgeline Telecom Brea CA 06/2018 08/2018
Hinds Financial Group Lakewood CO 03/2020 06/2021
Palisades Hudson Financial Group Fort Lauderdale FL 07/2021 04/2022
Unemployed Fort Lauderdale FL 04/2022 01/2023
Foundation Outsourced Financial Planning Philadelphia PA 02/2023 01/2025
Foundry Financial Llc Los Angeles CA 02/2024 05/2024
Fort Lobsterdale Fort Lauderdale FL 05/2023 Present
  • 05/2026 → Present
    Pageport, Inc., D/B/A Slant)
    Lehi, UT
  • 08/2024 → Present
    Los Angeles, CA
  • 05/2014 → 12/2020
    Full Time Student
    West Chester, PA
  • 06/2017 → 08/2017
    The Hankin Group
    Exton, PA
  • 06/2018 → 08/2018
    Ridgeline Telecom
    Brea, CA
  • 03/2020 → 06/2021
    Hinds Financial Group
    Lakewood, CO
  • 07/2021 → 04/2022
    Palisades Hudson Financial Group
    Fort Lauderdale, FL
  • 04/2022 → 01/2023
    Unemployed
    Fort Lauderdale, FL
  • 02/2023 → 01/2025
    Foundation Outsourced Financial Planning
    Philadelphia, PA
  • 02/2024 → 05/2024
    Los Angeles, CA
  • 05/2023 → Present
    Fort Lobsterdale
    Fort Lauderdale, FL
Other Businesses

Fort Lobsterdale; not investment-related; 3400 Galt Ocean Dr, Fort Lauderdale, FL 33308; private scuba diving and lobstering tours; Owner and Instructor; May 2023; 12 hours per month; 0 hours during trading; lead scuba diving and snorkeling tours; teach lobster hunting; occasionally teach Open Water, Advanced, and Rescue level scuba diving classes; sell branded merchandise; manage all aspects of the business including but not limited to bookkeeping, advertising, social media posting, and tax compliance. PagePort, Inc., d/b/a Slant; Not investment-related; 1100 W Traverse Pkwy ste 230, Lehi, UT 84043; Relationship CRM for financial advisors; Director of Financial Planning; May, 5th 2026; 160 hours per month; 160 hours per month during trading hours; Subject matter expert for the new financial planning product that Slant is developing.

Designations

View on SEC IAPD

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