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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 | 2024-05-13 |
| AZ | RA | APPROVED | 2020-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 09/2014 | 12/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2018 | 12/2019 |
| Saturn Wealth, Llc | Gilbert | AZ | 12/2018 | 12/2019 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 10/2014 | 12/2018 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 11/2019 | Present |
1.) INSURANCE SALES; YES INVESTMENT RELATED; AZ; INDEPENDENT INSURANCE AGENT; START DATE 12/2018; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-19 |
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