Sherri Lynn Over

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

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-22

MD RA
APPROVED

Since 2025-05-22

Branch Locations

Bel Air, MD • 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

Organization	City	State	From	To
Foundations Investment Advisors	Phoenix	AZ	11/2024	Present
Self-Employed	Bel Air	MD	11/2014	Present

11/2024 → Present

Foundations Investment Advisors

Phoenix, AZ
11/2014 → Present

Self-Employed

Bel Air, MD

Other Businesses

THE ATHENA TEAM; INVESTMENT RELATED; 907 GRAYSON SQUARE, BEL AIR, MD 21014; LIFE AND HEALTH INSURANCE; SALES AGENT; SELL LIFE/HEALTH INSURANCE AND ANNUITIES; START DATE: 11/2014; WORKS 40 HOURS A WEEK SELLING INSURANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-22

S65 Uniform Investment Adviser Law Examination

2025-05-22

View on SEC IAPD