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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-22 |
Branch Locations
11075 S State St Suite 9A, Sandy, UT 84070 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Management | Sandy | UT | 01/2000 | Present |
| Schwendiman & Company, Inc. Dba Of Heritage Solutions Group | Sandy | UT | 01/2000 | 09/2021 |
| Brookstone Capital Management | Wheaton | IL | 12/2015 | 12/2021 |
| Foundations Investment Advisors, Llc | Sandy | UT | 01/2022 | 03/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2023 | 12/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 12/2025 | Present |
1) HERITAGE WEALTH MANAGEMENT; INVESTMENT RELATED: YES; 11075 S STATE ST, STE 9A SANDY, UT 84070; INSURANCE SALES; OWNER/ADVISOR; 7/2004; APPROX 160 HRS/MO; APPROX 130 HRS/MO DURING SECURITY TRADING HOURS. I SELL LIFE & ANNUITY INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-10 |
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