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839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-24 |
| MD | RA | APPROVED | 2026-01-06 |
| SC | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2023-12-06 |
Branch Locations
839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-31 |
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