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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| IL | RA | APPROVED | 2021-11-15 |
Branch Locations
1745 S. Naperville Road Suite 101, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Clarity Wealth Management | St. Charles | IL | 11/2008 | 05/2018 |
| The Todd Group | Bloomingdale | IL | 05/2018 | 10/2018 |
| Three Sixty Wealth Management | Wheaton | IL | 10/2018 | 05/2019 |
| Raymond James Financial Services Inc. | Wheaton | IL | 05/2019 | Present |
| Raymond James Financial Services Advisors | Wheaton | IL | 11/2021 | Present |
| Foundation Wealth Strategies Llc | Wheaton | IL | 05/2019 | Present |
(1)Name of Business: Foundation Wealth Strategies LLC Address: 1745 S Naperville Rd Ste 101, Wheaton, IL, 60189-5898, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/17/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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