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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
PA RA APPROVED 2025-07-26
  • PA RA
    APPROVED
    Since 2025-07-26

Branch Locations

504 S Main St, Zelienople, PA 16063 • 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
North Allegheny School District Pittsburgh PA 07/2013 05/2021
Pennsylvania State University University Park PA 08/2021 05/2025
Federated Hermes Inc Pittsburgh PA 05/2024 08/2024
Peoples Natural Gas Pittsburgh PA 05/2023 08/2023
Fox Chapel Golf Club Pittsburgh PA 05/2022 12/2023
Foundations Investment Advisors Llc Phoenix AZ 07/2025 Present
  • 07/2013 → 05/2021
    North Allegheny School District
    Pittsburgh, PA
  • 08/2021 → 05/2025
    Pennsylvania State University
    University Park, PA
  • 05/2024 → 08/2024
    Federated Hermes Inc
    Pittsburgh, PA
  • 05/2023 → 08/2023
    Peoples Natural Gas
    Pittsburgh, PA
  • 05/2022 → 12/2023
    Fox Chapel Golf Club
    Pittsburgh, PA
  • 07/2025 → Present
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26

View on SEC IAPD

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