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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-17 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
625 W Plano Parkway Suite 500, Plano, TX 75093 • United States
3120 Sabre Dr Suite 140, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Compass Retirement, Inc. | Grapevine | TX | 10/2015 | 05/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2017 | 05/2023 |
| Foundations Investment Advisors, Llc | Grapevine | TX | 05/2023 | Present |
| Retiresimply | Southlake | TX | 05/2024 | Present |
1) RETIRESIMPLY. INVESTMENT RELATED; 3120 SABRE DR SUITE 140 SOUTHLAKE, TX 76092; FOUNDER; START DATE 05/2024; INSURANCE AGENT SELLING DISABILITY; FIXED INDEXED ANNUITIES, LIFE, FIXED ANNUITIES, VA'S, VARIABLE LIFE, INDEXED LIFE AND LTC; 160 HOURS/MONTH, 160 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-10 |
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