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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L Warner Cos. | Timonium | MD | 04/2013 | 09/2019 |
| Safety First Financial Inc. | Fort Lauderdale | FL | 09/2020 | 05/2024 |
| Ibis Point Wealth Management Dba Safety First Wealth Management | Naples | FL | 06/2023 | 05/2024 |
| Self Employed Insurance Agent | Fort Myers | FL | 09/2019 | Present |
| Foundations Investment Advisor, Llc | Fort Myers | FL | 04/2026 | Present |
Invita Financial, Sandy, UT - Part time Insurance and annuity sales agent requiring approx. 10 hours per month performed during market hours from: 7410 S. Creek Rd. Suite 203, Sandy, UT 84093.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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