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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-27 |
Branch Locations
2828 Kraft Ave Se Suite 171, Grand Rapids, MI 49512 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Grand Rapids | MI | 05/2026 | Present |
| Fireproof Wealth Management | Grand Rapids | MI | 10/2017 | Present |
| Iams Wealth Management, Llc | Elkhorn | NE | 07/2017 | 02/2021 |
| First Insurance | Grand Rapids | MI | 01/2007 | 01/2021 |
| Gradient Advisers Llc | Arden Hills | MN | 01/2022 | 05/2026 |
| The Kings Cupboards | Grand Rapids | MI | 01/2019 | Present |
The Kings Cupboards; Not Investment Related; 11189 Morningstar Ln, Clarksville, MI 48815; Food Pantry; Founder; Start date 01/2019; 10 hrs/mo Devoted to other business; 0 hrs/mo devoted during securities trading hours; Food pantry that offers food service and free food distribution programs Fireproof Wealth Management; Investment Related; 2828 Kraft St SE, Suite 171, Grand Rapids, MI 49512; Insurance Sales and Life Insurance; Founder; Start date 02/2017; 150 hrs/mo devoted to other business; 150 hrs/mo devoted during securities trading hrs; Involved with sales of life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-08 |
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