Merrit Austin Strunk

Current Employers

Momentum Financial And Insurance Services Llc

Valley Center, CA • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-09-25
AZ	RA	APPROVED	2025-09-24
LA	RA	APPROVED	2022-04-04
TX	RA	APPROVED_RES	2022-03-29
CA	RA	APPROVED	2021-06-03

OR RA
APPROVED

Since 2025-09-25
AZ RA
APPROVED

Since 2025-09-24
LA RA
APPROVED

Since 2022-04-04
TX RA
APPROVED_RES

Since 2022-03-29
CA RA
APPROVED

Since 2021-06-03

Branch Locations

Valley Center, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Foundations Investment Advisors, Llc	Scottsdale	AZ	03/2019	03/2021
Momentum Financial And Insurance Services Llc	Valley	CA	11/2017	Present
Asset Marketing Systems	San Diego	CA	08/2015	08/2017
Momentum Financial And Insurance Services Llc	Valley	CA	03/2021	Present

03/2019 → 03/2021

Foundations Investment Advisors, Llc

Scottsdale, AZ
11/2017 → Present

Momentum Financial And Insurance Services Llc

Valley, CA
08/2015 → 08/2017

Asset Marketing Systems

San Diego, CA
03/2021 → Present

Momentum Financial And Insurance Services Llc

Valley, CA

Previous Registrations

2019-03-20 → 2021-05-28

Foundations Investment Advisors Llc

San Diego, CA

Phoenix, AZ

Other Businesses

INSURANCE SALES and Advisor Sales & Marketing; INVESTMENT RELATED; SAN DIEGO, CA; INSURANCE AGENT; 2017; APPROX. 40 HOURS/MO DURING TRADING HOURS; SELL INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-07

S65 Uniform Investment Adviser Law Examination

2019-03-07

View on SEC IAPD