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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
| Progressive Global Energy | San Ramon | CA | 07/2018 | Present |
| General Electric | Concord | CA | 08/2012 | 11/2017 |
| Unemployed | Tracy | CA | 11/2017 | 07/2018 |
(1) InVita Financial LLC; Investment related; 7401 S Creek Road, Suite 203, Sandy, UT 84093; Life Insurance & Annuities; Independent Agent; Offer life insurance to prospective clients; Started: 11/2023; 20-30 hours per month (2) Progressive Global Energy; Not Investment Related; 2100 Kettner Blvd, Suite 420, San Diego, CA 92101; Contract project engineer; Design and engineer substation solutions for the electric utility in Northern California; Started: 07/2018; 160 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
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