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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-02-08 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
3540 Seven Bridges Dr. Suite 230, Woodridge, IL 60517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investments Advisors, Llc | Woodridge | IL | 02/2017 | Present |
| Self Employed Independent Insurance Agent | Woodridge | IL | 07/2016 | Present |
| American Senior Benefits | Woodridge | IL | 07/2016 | Present |
AMERICAN SENIOR BENEFITS; INVESTMENT RELATED; SINCE 07/2016; 7125 JANES AVE, STE 400, WOODRIDGE, IL 60517; INSURANCE AND ANNUITY SALES; SALES MANAGER AND INDEPENDENT AGENT; SPENDS NO MORE THAN 120 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-27 |
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