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Current Employers
Foundation Wealth & Tax Advisors, Llc

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-24
MD RA APPROVED 2026-01-06
SC RA APPROVED 2026-01-06
NC RA APPROVED 2023-12-06
  • AZ RA
    APPROVED
    Since 2026-06-24
  • MD RA
    APPROVED
    Since 2026-01-06
  • SC RA
    APPROVED
    Since 2026-01-06
  • NC RA
    APPROVED
    Since 2023-12-06

Branch Locations

Charlotte, NC • United States

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 04/2014 08/2023
Unemployed Charlotte NC 08/2023 11/2023
Foundation Wealth & Tax Advisors, Llc Charlotte NC 12/2023 Present
Kagrowth Consulting, Llc Dba Kagrowth Partners Charlotte NC 10/2025 Present
  • 04/2014 → 08/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2023 → 11/2023
    Unemployed
    Charlotte, NC
  • 12/2023 → Present
    Charlotte, NC
  • 10/2025 → Present
    Kagrowth Consulting, Llc Dba Kagrowth Partners
    Charlotte, NC
Previous Registrations
Other Businesses

KAGrowth Consulting, LLC DBA KAGrowth Partners; Is the advisory affiliate principal control person: Yes; Is the business investment related: No; Location of the business: 6534 Cross Field Ln Charlotte North Carolina 28226 United States; Description of the business: Sales and growth consulting for Small and mid-sized businesses. Activities include but not limited to, general consulting, training, pipeline building, strategy development, sales process development/refinement. ; Position Title: Founder/CEO; Start date with business: 2025-10-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 25;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-21
S63 Uniform Securities Agent State Law Examination 2010-03-31
  • S65 Uniform Investment Adviser Law Examination
    2017-11-21
  • S63 Uniform Securities Agent State Law Examination
    2010-03-31
Designations
Other Names
  • Graham P Mull

View on SEC IAPD

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