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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-12 |
Branch Locations
616 Village Dr Suite G, Virginia Beach, VA 23454 • United States
Virginia Beach, VA • United States
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 |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Virginia Beach | VA | 11/2024 | Present |
| Kenneth Porter And Company | Virginia Beach | VA | 02/2024 | 07/2026 |
| United States Army | Fort Campbell | KY | 08/2019 | 02/2024 |
| Kenneth Porter And Company | Virginia Beach | VA | 06/2017 | 08/2019 |
| Home School Plus | Virginia Beach | VA | 01/2016 | 09/2016 |
| First Colonial High School | Virginia Beach | AZ | 09/2016 | 12/2016 |
| Home School Plus | Virginia Beach | AZ | 01/2017 | 06/2017 |
| Alloy Wealth Virginia | Virginia Beach | VA | 08/2026 | Present |
ALLOY WEALTH VIRGINIA; INVESTMENT RELATED; 616 VILLAGE DR, SUITE G, VIRGINIA BEACH, VA 23454; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES, TAX AND INSURANCE; INDEPENDENT INSURANCE AGENT; TAX, INSURANCE; START DATE: 07/2026; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; PROVIDES INSURANCE AND ANNUITY SOLUTIONS. DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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