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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
777 Beachway Dr Ste 108, Indianapolis, IN 46224 • 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 |
|---|---|---|---|---|
| Rdw Financial Group | Indianapolis | IN | 09/2014 | Present |
| Madison Avenue Securities, Inc. | Indianapolis | IN | 09/2014 | 07/2024 |
| Foundations Investment Advisors, Llc | Indiannapolis | IN | 07/2024 | Present |
1) 09/2014 - RDW Financial Group - Investment Related - 777 Beachway Drive Suite 108, Indianapolis, IN 46224; Independent Insurance Agent; 40hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities. 2) NAME: U.S. ARMY RESERVE; INV RELATED:NO; ADDRESS:;N/A NATURE:PROTECT U.S. FROM ALL ENEMIES FOREIGN AND DOMESTIC; POSITION:MEDIC AND OCT (OBSERVER COACH TRAINER); START DATE:09/2014; HOURS/MONTH:16; TRADING HOURS/MONTH:16; DUTIES:ACTIVE RESERVE MEMBER WHO CURRENTLY ASSISTS IN THE TRAINING AND EVALUATION OF OTHER RESERVE SOLDIERS. DEPLOY-ABLE FOR COMBAT OPERATIONS 3) NAME: FOLDS OF HONOR INDIANA; INV RELATED:NO; ADDRESS:4000 W. 106TH STREET, SUITE 125-137, CARMEL, IN 46032; NATURE:CHARITABLE NON-PROFIT; POSITION:BOARD MEMBER AS FINANCE CHAIR AS WELL AS ACTING TREASURER; START DATE:03/01/2019; HOURS/MONTH:8; TRADING HOURS/MONTH:0; DUTIES: AS THE FINANCE CHAIR AND TREASURER MY DUTIES WILL INCLUDE TACKING, MANAGING, AND ACCOUNTING FOR FUNDS AS WELL AS PARTICIPATING IN RAISING FUNDS THROUGH DONATIONS 4) NAME: YOUR FAMILY BANK; INV RELATED: YES; ADDRESS:;N/A NATURE:AGENT ADVISOR OF YFB PROGRAM; POSITION: YOUR FAMILY BANK AGENT; START DATE:11/2021; HOURS/MONTH:16; TRADING HOURS/MONTH:16; DUTIES: ADVISING CLIENT TO ELIMINATE DEBT AND SAVE FOR RETIREMENT USING WHOLE LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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