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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-11 |
Branch Locations
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
16435 N. Scottsdale Rd., Suite 175, Scottsdale, AZ 85254 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingdom Financial Group Llc | 14155 N 83 Ave 144 | AZ | 05/2018 | 03/2023 |
| Fullerton Financial Planning | Peoria | AZ | 02/2017 | 03/2023 |
| Self Employed | Scottsdale | AZ | 03/2014 | 04/2023 |
| Foundations Investment Advisors, Llc | Surprise | AZ | 04/2023 | Present |
| Asset Preservation Tax & Retirement Services, Llc | Surprise | AZ | 04/2023 | Present |
04/2023 - Asset Preservation Tax & Retirement Services - Investment Related - 11323 W Bell Rd. #301, Surprise, AZ 85378; Independent Insurance Agent; Approx. 80 hours/mo. during trading hours; Tax, Insurance, and Estate Planning Services; Duties include providing insurance and annuity solutions and reviewing plans with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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