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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
VA RA APPROVED 2025-12-02
  • VA RA
    APPROVED
    Since 2025-12-02

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

6731 Whittier Ave Suite 201, Mclean, VA 22101 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, L.P. San Diego CA 02/2021 08/2021
Royal Caribbean Intl Orlando FL 01/2020 03/2020
Abich Financial Wealth Management, Llc Ashburn VA 07/2023 02/2024
Sentinel Asset Management, Llc Fulton MD 06/2024 01/2025
Legacy Wealth Management, Inc. Manassas VA 06/2025 10/2025
Cuso Financial Services, L.P. San Diego CA 02/2021 07/2023
Wells Fargo Clearing Services, Llc Covington GA 04/2012 01/2020
Cadaret, Grant & Co., Inc. Syracuse NY 04/2021 08/2021
Sorrento Pacific Financial, Llc San Diego CA 02/2021 08/2021
Birds Horton, Sole Proprietor Manassas VA 07/2024 06/2025
Legacy Associates Inc. Manassas VA 05/2025 10/2025
Linger Longer Entertainment Manassas VA 06/2015 Present
Foundations Investment Advisors Llc Phoenix AZ 11/2025 Present
Previous Registrations
Other Businesses

(1) Horton Wealth Partners.; Investment Related; 6731 Whittier Ave, Suite 201, Mclean, VA 22101;Insurance Services; Insurance Agent; 05/2025; 10/ HRS MO; 10/ HRS MO (2) Linger Longer Entertainment.com; Not Investment; 6900 Fleetwood Rd, Unit 209, McLean, VA 22102; Wedding DJ and Officiant; Owner; Started: 08/2015; 8/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-20
S63 Uniform Securities Agent State Law Examination 1991-09-10
  • S65 Uniform Investment Adviser Law Examination
    1998-04-20
  • S63 Uniform Securities Agent State Law Examination
    1991-09-10
Other Names
  • Horton
  • Horton
  • Horton
  • Horton
  • Horton

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