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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-18 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
24630 Washington Ave Suite 202, Murrieta, CA 92562 • 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 |
|---|---|---|---|---|
| Client One Securities, Llc | Murrieta | CA | 01/2016 | 12/2018 |
| Hubler Insurance Services | Murrieta | CA | 08/2015 | Present |
| Creative Benefits, Inc. | Temecula | CA | 01/2019 | 10/2021 |
| American Wealth Associates | Murrieta | CA | 01/2016 | 01/2019 |
| Grow With Me | Henderson | NV | 10/2021 | 12/2024 |
| Armor Financial | Murrieta | CA | 09/2023 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 10/2025 | Present |
(1) HUBLER INSURANCE SERVICES - Not investment-related; sale marketing, and service of Medicare Advantage, Supplemental, and prescription drug plans; 08 -15 to present; ; acting as insurance agent; approximately 10 hrs/week; 5 hours per week devoted during securities trading hours; 24630 Washington Ave, Suite 202, Murrieta CA 92562 (2) 09/2023 - Armor Financial - Investment Related - 24630 Washington Ave, Suite 202, Murrieta, CA 92562; Owner, Independent Insurance Agent, Administrative Support; Approx. 70 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-25 |
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