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Westport, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundation Financial Inc | New York | NY | 12/2013 | Present |
| Foundation Tax Llc | Westport | CT | 01/2013 | Present |
I am the Managing Member of Foundation Tax LLC and provide tax preparation and tax planning services to individuals and small businesses. Founded in January 2013, this business located in Westport, CT does NOT provide investment-related services. From February to April, I spend approximately 120 hours per month on this activity. From May to January, I spend less than 90 hours per month on this activity. During securities trading hours, I spend fewer than 1.5 hours per day on this activity year-round.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-02 |
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