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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| NV | RA | APPROVED | 2023-03-20 |
Branch Locations
901 N Green Valley Pkwy #100, Henderson, NV 89074 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Group | Orange | CA | 01/2016 | 08/2017 |
| Erman Retirement Advisory | Seal Beach | CA | 08/2017 | 07/2018 |
| Cetera Advisor Networks | El Segundo | CA | 08/2017 | 07/2018 |
| Westpark Capital | Newport Beach | CA | 07/2018 | 10/2020 |
| Clarity Capital Partners | Newport Beach | CA | 07/2018 | 07/2022 |
| American Trust Investment Services, Inc. | Newport Beach | CA | 11/2020 | 07/2022 |
| Foundations Investment Advisors, Llc | Henderson | NV | 03/2023 | Present |
| Unemployed | Las Vegas | NV | 08/2022 | 02/2023 |
| Asset Preservation Wealth & Tax | Henderson | NV | 03/2023 | Present |
March 2023 - Independent Insurance Agent Henderson, NV - Investment related - Commission based compensation; 120 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-11 |
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