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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 | 2026-03-11 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1540 River Park Dr Suite 107, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Francisco | San Francisco | CA | 08/2020 | 05/2021 |
| Chapman University | Orange | CA | 08/2021 | 05/2025 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 12/2025 | Present |
| Sage Creek High School | Carlsbad | CA | 06/2016 | 05/2020 |
| Unemployed | Fallbrook | CA | 05/2025 | 11/2025 |
| Capitol Planning Group | Sacramento | CA | 11/2025 | Present |
CALIFORNIA DEPARTMENT OF REAL ESTATE; NOT INVESTMENT RELATED; 651 BANNON STREET, SUITE 500 SACRAMENTO, CA 95811; RESIDENTIAL REAL ESTATE SALES; POSITION: LICENSED CALIFORNIA REAL ESTATE SALESPERSON; START DATE: 09/2025; O HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITES TRADING HOURS; 0 HRS/MONTH DEVOTED TO OTHER BUSINESS; NOT ACTIVELY WORKING IN REAL ESTATE AT THIS TIME, ONLY HOLDS AN ACTIVE CA REAL ESTATE SALESPERSON LICENSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-10 |
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