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9 West Third Street, Media, PA 19063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
| PA | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooklyn Plans | Brooklyn | NY | 05/2022 | 03/2023 |
| Fox Business Communication Center | Philadelphia | PA | 01/2020 | 03/2020 |
| Temple University | Philadelphia | PA | 08/2018 | 03/2022 |
| Student | Morton | PA | 08/2013 | 08/2018 |
| Unemployed | Philadelphia | PA | 03/2023 | 08/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2023 | 01/2024 |
| Foundation Wealth Management, Llc | Media | PA | 01/2024 | Present |
NAME OF OBA: NOTARY; ADDRESS OF OBA: MEDIA, PA 19063; NATURE: NOTARY; INVESTMENT RELATED: NO; TITLE WITH OBA: NOTARY PUBLIC; DUTIES: PROVIDE AN ADDITIONAL SERVICE TO THE CLIENTS OF FOUNDATION WEALTH BY OFFERING IN-HOUSE NOTARY; START DATE: 08/13/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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