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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-22 |
Branch Locations
900 Sw 16Th St. Suite # 300, Renton, WA 98057 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2015 | 11/2016 |
| Alaska Usa Fcu | Anchorage | AK | 05/2017 | 04/2018 |
| Cuna Brokerage Services, Inc. | Seattle | WA | 06/2017 | 04/2018 |
| Keep It Simple, Inc. | Redmond | WA | 06/2016 | 11/2016 |
| Goldbloom Wealth Management Llc | Bellevue | WA | 05/2018 | 01/2021 |
| N/A | Redmond | WA | 04/2018 | 05/2018 |
| Unemployed | Redmond | WA | 11/2016 | 05/2017 |
| Adams Financial Concepts | Seattle | WA | 01/2021 | 03/2021 |
| Wayfinding Financial, Llc | Lynnwood | WA | 03/2021 | 04/2024 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 04/2024 | 08/2025 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 04/2024 | 08/2025 |
| Foundations Investment Advisors, Llc | Renton | WA | 10/2025 | Present |
CBR INVESTMENT ADVISORS, LLC; INVESTMENT RELATED; 5630 145TH ST SW, EDMONDS, WA, 98026; LIFE INSURANCE AND ANNUITY SALES; OWNER; ASSISTING CLIENTS WITH THEIR LIFE INSURANCE AND ANNUITY NEEDS; STARTED: 10/2025; 80 HOURS A MONTH; 40 HOURS A MONTH DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-14 |
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