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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-14 |
Branch Locations
2451 S. Kelly Suite #150, Edmond, OK 73013 • United States
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 |
|---|---|---|---|---|
| Mcloud High School | Mcloud | OK | 01/2015 | 08/2017 |
| Rose State College | Midwest City | OK | 08/2017 | 05/2019 |
| Army | Ponca City | OK | 01/2019 | 01/2025 |
| Fedex | Edmond | OK | 05/2019 | 08/2022 |
| Fedex | Edmond | OK | 08/2023 | 11/2024 |
| Atp Flight School | Bethany | OK | 08/2022 | 08/2023 |
| Hobby Lobby | Oklahoma City | OK | 11/2024 | 01/2025 |
| State Farm | Edmond | OK | 02/2025 | 03/2026 |
| Cornerstone Capital Management | Edmond | OK | 03/2026 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 04/2026 | Present |
1) SAFE MONEY FINANCIAL GROUP; INVESTMENT RELATED; 2709 S AIR DEPOT BLVD EDMOND, OK 73013; MEDICARE SUPPLEMENTS AND MEDICARE ADVANTAGE; AGENT; START DATE: 03/01/2026; 60 HRS/MONTH DEVOTED TO OTHER BUSINESS; 50 HRS/MONTH DEVOTED TO OTHER BUSINESS; SELL MEDICARE SUPPLEMENTS/MEDICARE ADVANTAGE 2) OKLAHOMA SKYDIVING CENTER; NOT INVESTMENT RELATED; WEST AIRPORT RD SUITE #4 CUSHING ,OK 74023; AVIATION PILOT; START DATE: 05/01/2023; 10 HRS/MONTH DEVOTED TO THE OTHER BUSINESS; 0 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; PILOT IN COMMAND AND DROPS OFF SKYDIVERS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
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