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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
101 E. Allen St Suite 212, Hendersonville, NC 28792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Planning Inc | Charlotte | NC | 12/2019 | 07/2021 |
| Champion Comfort Experts | Hendersonville | NC | 08/2016 | 04/2019 |
| Guardian Life Insurance Company | Charlotte | NC | 07/2021 | Present |
| Park Avenue Securities | Charlotte | NJ | 07/2021 | 01/2025 |
| Independent Life Insurance | Charlotte | NC | 04/2019 | 12/2019 |
| Guardian Life Insurance Company | Hendersonville | NC | 05/2023 | Present |
| Park Avenue Securities | Hendersonville | NC | 05/2023 | 01/2025 |
| Foundations Investment Advisors | Phoenix | AZ | 01/2025 | Present |
1) Guardian Insurance, Start Date: 03/01/2019, Address: 638 Spartanburg Highway Suite 70 Box 110 Hendersonville, NC 28792, 8 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Church Musician, Start Date: 04/4/2014, Address: 35 Clayton Road Arden, NC 28704, 20 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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