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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-04 |
| IL | RA | APPROVED | 2025-11-28 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
200 Tri State International Suite 500, Lincolnshire, IL 60069 • United States
13200 Globe Drive Suite 112, Mt Pleasant, WI 53177 • 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 | 08/2020 | 09/2022 |
| United Advisors | Buffalo Grove | IL | 02/2015 | 08/2017 |
| Sgl Financial, Llc | Buffalo Grove | IL | 08/2017 | 08/2018 |
| Wealth Financial Services & Tax Advisory | Buffalo Grove | IL | 08/2018 | 04/2020 |
| Job Search | Deerfield | IL | 04/2020 | 08/2020 |
| Portfolio Medics | Bonita Springs | FL | 10/2022 | 11/2025 |
| Tm Financial Strategies Inc | Streamwood | IL | 08/2020 | 11/2025 |
| Foundations Investment Advisors, Llc | Lincolnshire | IL | 11/2025 | Present |
| Thrive Wealth Group | Lincolnshire | IL | 11/2025 | Present |
THRIVE WEALTH GROUP; INVESTMENT RELATED; 200 TRI STATE INTERNATIONAL, STE 500, LINCOLNSHIRE, IL 60069; LIFE/HEALTH INSURANCE; INDEPENDENT INSURANCE AGENT; START DATE; 11/2025; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; SELLS INSURANCE TO CLIENTS AND PROVIDES BEST OPTIONS TO MEET CLIENTS NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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