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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-21 |
Branch Locations
Midlothian, VA • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
620 Moorefield Park Dr, North Chesterfield, VA 23236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Richmond | VA | 05/2026 | Present |
| Freedom Financial Services, Inc | Midlothian | VA | 05/2026 | Present |
| Henrico County Public Schools | Henrico | VA | 01/2017 | 12/2017 |
| Bankers Life & Casualty, Inc | Richmond | VA | 02/2018 | 05/2026 |
| Colegio Altair | Lima | 02/2013 | 12/2016 | |
| Bankers Life Securities, Inc | Richmond | VA | 06/2020 | 05/2026 |
FREEDOM FINANCIAL SERVICES, INC; INVESTMENT RELATED; ADDRESS: 11713 HEATHMERE CRESCENT, MIDLOTHIAN, VA 23113; LIFE AND HEALTH INSURANCE; POSITION; PRESIDENT, INSURANCE AGENT; START DATE: 05/05/2026; 40+ HRS/MONTH DEVOTED TO OTHER BUSINESS; 20 HRS DEDICATED DURING SECURITIES TRADING HRS. PRESENTS AND MARKETS INSURANCE AND SELLS INSURANCE/ANNUITIES. MAPLE HILLS RENTALS, LLC; NOT INVESTEMENT RELATED; ADDRESS: 104 MAPLE HILLS DRIVE, LYNCHBURG, VA 24502; RESIDENTIAL RENTAL; OWNER; START DATE: 07/16/2022; 10 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS DEDICATED DURING SECURITIES TRADING HRS.; COORDINATE WITH PROPERTY MANAGER, IN CHARGE OF BOOKKEEPING AND UPKEEPING PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
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