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Current Employers
Foundations Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-21
  • IL RA
    APPROVED
    Since 2025-07-21

Branch Locations

1415 West 22Nd Street Tower Floor, Oak Brook, IL 60523 • 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
Target Elgin IL 12/2012 08/2021
Ampacc Construction Elgin IL 08/2021 09/2024
Liberty Hill Financial Planners Oak Brook IL 09/2024 Present
Foundations Investment Advisors Llc Phoenix AZ 07/2025 Present
  • 12/2012 → 08/2021
    Target
    Elgin, IL
  • 08/2021 → 09/2024
    Ampacc Construction
    Elgin, IL
  • 09/2024 → Present
    Liberty Hill Financial Planners
    Oak Brook, IL
  • 07/2025 → Present
    Phoenix, AZ
Other Businesses

LIBERTY HILL FINANCIAL PLANNERS; INVESTMENT RELATED; 1415 W 22ND STREET, OAK BROOK, IL 60523; INSURANCE SALES; ASSOCIATE ADVISOR; HELP FAMILIES WITH HEALTH CARE PLANNING; STARTED: 09/2024; DEDICATES 40 HOURS A WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13
Other Names
  • Christian Everardo Valle

View on SEC IAPD

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