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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
314 E Common St, New Braunfels, TX 78130 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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 |
|---|---|---|---|---|
| Texas Financial Advisory | San Antonio | TX | 10/2020 | 12/2024 |
| Texas Financial Advisory | San Antonio | TX | 06/2015 | 10/2020 |
| Id Life | San Antonio | TX | 05/2017 | Present |
| New Braunfels Utilities | New Braunfels | TX | 12/2021 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 12/2024 | Present |
1)NEW BRAUNFELS UTILITIES;263 MAIN PLAZA, NEW BRAUNFELS TX 78130; BOARD OF TRUSTEE MEMBER; NON INVESTMENT RELATED;START DATE 12/2021;10 TO 15 HRS PER MONTH DURING TRADING HRS; DETERMINE THE BENEFITS THAT NBU WILL PROVIDE, SETS AND REEVALUATE THE STRATEGIC GOALS AS PROVIDED FOR IN THE GLOBAL POLICY ON STRATEGIC GOALS, AND MONITORS NBU OPERATIONS TO ENSURE ACHIEVEMENT OF OR ADHERENCE TO THE STRATEGIC GOALS. 2)ID LIFE; 185 KERLICK LN NEW BRAUNFELS, TX 78130; VITAMIN SALES; NON INVESTMENT RELATED; START DATE: 05/2017;SELLS MEDICARE SUPPLEMENTS, PRESCRIPTION DRUG PLANS AND MEDICARE ADVANTAGE; 5 HRS PER MONTH DURING NON TRADING HRS 3)MAGELLAN INSURANCE; 185 KERLICK LN NEW BRAUNFELS, TX 78130; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; INVESTMENT RELATED;SALES AGENT; INDEPENDENT INSURANC;REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED;40 HRS/MONTH DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-12 |
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