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David William Durham

Foundations Investment Advisors LLC

Denton, TX

Phoenix, AZ

CRD 7973311

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Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-26
  • TX RA
    APPROVED
    Since 2024-08-26

Branch Locations

Denton, TX • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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
OrganizationCityStateFromTo
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
  • 03/2024 → 08/2024
    Vi Technologies
    Dallas, TX
  • 08/2024 → Present
    Phoenix, AZ
  • 08/2024 → Present
    Stander Financial
    Denton, TX
  • 10/2022 → 03/2024
    Oneschema
    Dallas, TX
  • 03/2022 → 08/2022
    Labelbox
    Austin, TX
  • 07/2018 → 03/2022
    Project Affinity
    San Francisco, CA
  • 02/2016 → 06/2018
    Keller Williams
    Rocklin, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

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