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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-23 |
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | Lincoln | NE | 10/2009 | 09/2020 |
| Acacia Life Insurance | Bethesda | MD | 10/2009 | 09/2020 |
| Union Central Life Insurance | Cincinnati | OH | 10/2009 | 09/2020 |
| Full Circle Financial And Insurance Services | Martinez | CA | 08/2002 | 12/2024 |
| Self Employed | Bend | OR | 05/2016 | 12/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 03/2017 | Present |
| Midland National | Bend | OR | 01/2004 | Present |
MIDLAND NATIONAL. INVESTMENT RELATED. 320 SW CENTURY DRIVE SUITE 405-361BEND, OREGON 97702; LIFE INSURANCE AND ANNUITY SALES. START DATE 01/2004; INSURANCE AGENT; 1 HR/MONTH DEVOTED TO OTHER BUSINESS. 0 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS. OFFER INSURANCE PLANS TO PROSPECTIVE CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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