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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-10 |
| FL | RA | APPROVED | 2026-07-08 |
| MA | RA | APPROVED | 2021-12-23 |
| RI | RA | APPROVED | 2021-09-16 |
Branch Locations
Haines City, FL • United States
65 3Rd Street Nw, Winter Haven, FL 33881 • 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 |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Winter Haven | FL | 08/2021 | Present |
| Vital Excellence, Llc | Dayville | CT | 04/2016 | 11/2023 |
| Cavedon Company | Dayville | CT | 01/2019 | 03/2020 |
| Myfedretirementwerks Insurance Services, Llc | Winter Haven | FL | 10/2021 | Present |
| Bass Financial Advisors | Winter Haven | FL | 02/2024 | Present |
1)MYFEDRETIREMENTWERKS INSURANCE SERVICES, LLC; INVESTMENT-RELATED-; 65 3rd Street NW Winter Haven, FL 33881; INSURANCE SALES; BENEFITS ADVISOR; START DATE: 10/2021; 20 HOURS PER MONTH; 20 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING INSURANCE 2)BASS FINANCIAL ADVISORS; INVESTMENT-RELATED - 65 3rd Street NW Winter Haven, FL 55881; ADVISORY SERVICES; PRESIDENT; START DATE: 02/2024; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS; DUTIES: PROSPECT AND MAINTAIN CLIENT ACCOUNTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-04 |
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