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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 | 2022-08-22 |
| AZ | RA | APPROVED | 2015-06-19 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
4310 E. Cotton Center Blvd. Suite 120, Phoenix, AZ 85040 • United States
16435 N Scottsdale Rd. #175, Scottsdale, AZ 85254 • United States
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors | Phoenix | AZ | 06/2015 | Present |
| Asset Preservation Tax & Retirement Services, Llc | Scottsdale | AZ | 02/2015 | Present |
02/2015 - Asset Preservation Tax & Retirement, LLC - Investment Related - 16435 N Scottsdale Rd. #175, Scottsdale, AZ 85254; Independent Insurance Agent; Approx. 20 hours/mo. during trading hours; Tax, Insurance, and Estate Planning Services; Duties include providing insurance/annuity solutions and reviewing plans with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-27 |
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