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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-20 |
| IN | RA | APPROVED | 2025-06-17 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Bargersville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocala Christian Church | Ocala | FL | 06/2016 | 06/2020 |
| Buzz & Grind | Ocala | FL | 05/2020 | 12/2020 |
| Swiss Cove Christian Church | Fruit Cove | FL | 12/2020 | 11/2021 |
| Ronald Sieber | St Johns | FL | 12/2021 | 12/2023 |
| Ronald Sieber | Weeki Wachee | FL | 12/2023 | 10/2024 |
| Cga Insurance Llc | Weeki Wachee | FL | 10/2024 | Present |
| Foundations Investment Advisors Llc | Phoenix | FL | 06/2025 | Present |
CGA INSURANCE LLC; INVESTMENT RELATED; 12168 HARRIS HAWK RD, WEEKI WACHEE, FL 34614; HEALTH/LIFE INSURANCE; OWNER; SELL INSURANCE PRODUCTS AND MAINTAIN RELATIONSHIPS WITH ALL CLIENTS; STARTED: 10/2024; SPENDS 80-170 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
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