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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 | 2023-03-10 |
| OK | RA | APPROVED | 2023-03-06 |
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 |
|---|---|---|---|---|
| Safe Money Financial Group | Edmond | OK | 06/2010 | Present |
| Jack Keeter & Associates, Inc. | Edmond | OK | 11/2018 | 03/2020 |
| Aegis Wealth Management, Inc. | Wheat Ridge | CO | 11/2019 | 02/2023 |
| Foundations Investment Advisors, Llc | Edmond | OK | 03/2023 | Present |
06/2010 - Safe Money Financial Group dba Cornerstone Capital Management - INVESTMENT RELATED - 2709 S. Air Depot Blvd., Edmond, OK 73013; President & Independent Insurance Agent; Approx. 20 Hours/mo. during trading hours; Providing insurance and annuity solutions to clients, conducting reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-06 |
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