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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_RES | 2026-04-27 |
| WA | RA | APPROVED | 2021-06-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Elevated Capital Advisors, Llc | Sandy | UT | 10/2020 | 05/2021 |
| Rust Automation & Controls | West Jordan | UT | 12/2019 | 02/2021 |
| United Rentals | Everett | WA | 07/2018 | 03/2020 |
| Baker Corp | Everett | WA | 07/2017 | 06/2018 |
| Ryan Herco Flow Solutions | Kent | WA | 05/2016 | 06/2017 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 05/2021 | Present |
Insurance Sales, Investment related, Federal Way, WA 98003, Fixed Insurance Sales, Agent, started 02/2021, 20 hours per week during trading hours, discuss fixed insurance with clients and how it may work within their overall financial picture.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-09 |
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