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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-24 |
Branch Locations
5555 Glenridge Connector Suite 200, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Naples | FL | 01/2021 | 03/2021 |
| Concierge For Advisors | Apache Junction | AZ | 03/2021 | 06/2022 |
| Triton Pacific Securities, Llc | Dana Point | CA | 01/2020 | 06/2020 |
| Catalyst Funds | New York City | NY | 12/2015 | 03/2019 |
| Org Partners, Llc | Apache Junction | AZ | 08/2021 | 05/2022 |
| Compass Securities | Braintree | MA | 03/2019 | 01/2020 |
| Concierge For Advisors | Apache Junction | AZ | 06/2020 | 01/2021 |
| Cortez Wealth Advisors, Llc | Oldsmar | FL | 01/2022 | 04/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 06/2024 | Present |
| Freedom First Retirement Design, Inc. | Atlanta | GA | 04/2024 | Present |
| Freedom First Inc | Atlanta | GA | 05/2022 | 10/2024 |
| Freedom First Retirement Design,Inc. | Atlanta | GA | 10/2024 | Present |
FREEDOM FIRST RETIREMENT DESIGN,INC.; NON INVESTMENT RELATED ; 3455 PEACHTREE ROAD SUITE 500 ATLANTA, GA 30326; SELLING FIXED AND LONG TERM CARE INSURANCE PRODUCTS; OWNER; START DATE: 05/2022; 50 HOURS PER MONTH; 2 HOURS/DAY DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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