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Current Employers
Foundation Wealth & Tax Advisors, Llc

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-06
VA RA APPROVED 2025-10-06
  • MD RA
    APPROVED
    Since 2025-10-06
  • VA RA
    APPROVED
    Since 2025-10-06

Branch Locations

839 Bestgate Road Suite 400, Annapolis, MD 21401 • 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
Brown Edwards & Company Llp Roanoke VA 12/2015 10/2020
Piedmont Cpa Group Pc Nellysford VA 11/2020 07/2021
Burkett, Burkett, & Burkett Cpas Pa Rock Hill SC 07/2021 05/2023
Rcn & Associates Llc Edgewater MD 05/2023 Present
Foundation Wealth & Tax Advisors, Llc Annapolis MD 08/2025 Present
  • 12/2015 → 10/2020
    Brown Edwards & Company Llp
    Roanoke, VA
  • 11/2020 → 07/2021
    Piedmont Cpa Group Pc
    Nellysford, VA
  • 07/2021 → 05/2023
    Burkett, Burkett, & Burkett Cpas Pa
    Rock Hill, SC
  • 05/2023 → Present
    Rcn & Associates Llc
    Edgewater, MD
  • 08/2025 → Present
    Annapolis, MD
Other Businesses

Scott Shively is an accountant and Tax Director at RCN & Associates, LLC, a firm providing accounting, bookkeeping, and income tax preparation services. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Foundation Wealth & Tax Advisors, LLC always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of Foundation Wealth & Tax Advisors, LLC in connection with such individual's activities outside of Foundation Wealth & Tax Advisors, LLC. Approximately 90% of his time is spent on this other business activity.

Designations

View on SEC IAPD

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