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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
52 Sugar Creek Center Blvd Ste 300, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Second Baptist High School | Houston | TX | 08/2014 | 05/2018 |
| Southwestern University | Georgetown | TX | 08/2018 | 05/2023 |
| Aspen Wealth Management | Sugar Land | TX | 08/2023 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 07/2025 | Present |
ASPEN WEALTH MANAGEMENT/DOLLARS AND SENSE RADIO; INVESTMENT RELATED; 52 SUGAR CREEK CENTER BLVD, SUITE 300, SUGAR LAND, TX 77478; INSURANCE; INSURANCE AGENT; STARTED 5/2024; 155 HOURS PER MONTH SPENT AS AN AGENT WITH 5 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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