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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
| IL | RA | APPROVED | 2026-03-24 |
Branch Locations
1745 S. Naperville Road Suite 101, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Naperville | IL | 11/2021 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Naperville | IL | 11/2021 | 05/2025 |
| Foxfire | Geneva | IL | 06/2017 | 10/2021 |
| California Pizza Kitchen | Oak Brook | IL | 02/2017 | 06/2017 |
| Foxfire | Geneva | IL | 07/2014 | 01/2017 |
| College Of Dupage | Glen Ellyn | IL | 08/2012 | 05/2019 |
| Foundation Wealth Strategies | Wheaton | IL | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Wheaton | IL | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Wheaton | IL | 03/2026 | Present |
Foundation Wealth Strategies Non-Investment Related Wheaton, Illinois DBA/Support Company Advisor Started: 04/24/2025 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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