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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
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 |
|---|---|---|---|---|
| Vi Technologies | Dallas | TX | 03/2024 | 08/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 08/2024 | Present |
| Stander Financial | Denton | TX | 08/2024 | Present |
| Oneschema | Dallas | TX | 10/2022 | 03/2024 |
| Labelbox | Austin | TX | 03/2022 | 08/2022 |
| Project Affinity | San Francisco | CA | 07/2018 | 03/2022 |
| Keller Williams | Rocklin | CA | 02/2016 | 06/2018 |
STANDER FINANCIAL; INVESTMENT RELATED; 405 STATE HWY BYP, SUITE A250, LEWISVILLE TX; INSURANCE SALES; MANAGING CLIENT INVESTMENT ACCOUNTS AND ANNUITY POLICIES; STARTED: 06/2024; DEDICATES AROUND 80 HOURS A WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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