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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
300 N Ronald Reagan Blvd. Suite 214, Longwood, FL 32750 • 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 |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Longwood | FL | 06/2026 | Present |
| Master Capital Wealth Management | Longwood | FL | 06/2019 | Present |
| Verity Asset Management | Durham | NC | 07/2020 | 05/2026 |
| Jw Retirement Solutions, Llc | Orlando | FL | 06/2020 | Present |
| Self Employed | Orlando | FL | 04/2009 | Present |
1) MASTER CAPITAL WEALTH MANAGEMENT; INVESTMENT RELATED; 300 N RONALD REAGAN BLVD #214, LONGWOOD, FL 32750;ANNUITIES AND LIFE INSURANCE; INSURANCE AGENT;START DATE: 06/2019; 20 HRS/MO DEVOTED TO OTHER BUSINESS;1 HRS DEVOTED DURING SECURITIES TRADING HRS; PROMOTING AND SELLING ANNUITIES AND LIFE INSURANCE PRODUCTS 2) EQUIS FINANCIAL; INVESTMENT RELATED; 3723 OLD FOREST RD. SUITE D LYNCHBURG,VA 24501; FINAL EXPENSE LIFE INSURANCE; INSURANCE AGENT; START DATE 01/2024; 2 HRS/MO DEVOTED TO OTHER BUSINESS; 0 HRS/MO DEVOTED DURING SECURITIES TRADING HRS. PROMOTING AND SELLING OF FINAL EXPENSE LIFE INSURANCE 3) SENIOR SOLUTIONS TEAM; INVESTMENT RELATED; 12301 LAKE UNDERHILL RD SUITE #111 ORLANDO, FL 32828; LONG TERM CARE AND INVESTMENT ADVICE; FINANICAL ADVISOR; START DATE 01/2024; 5 HRS/MO DEVOTED TO OTHER BUSINESS; 1 HR/MO DEVOTED DURING SECURITIES TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
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