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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-20 |
| TN | RA | APPROVED | 2022-01-04 |
Branch Locations
3330 Cumberland Blvd Suite 560, Atlanta, GA 30339 • United States
7110 East Brainerd Road, Chattanooga, TN 37421 • 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 |
|---|---|---|---|---|
| Allon Planning Partners | Chattanooga | TN | 01/2019 | 12/2021 |
| Golf Headquarters | Chattanooga | TN | 12/2019 | 12/2019 |
| Ruth's Chris | Chattanooga | TN | 03/2019 | 12/2019 |
| Youth With A Mission | Honolulu | HI | 01/2014 | 03/2019 |
| Foundations Investment Advisors, Llc | Chattanooga | TN | 12/2021 | Present |
| Allon Planning Partners | Chattanooga | TN | 12/2021 | Present |
(1) 06/2021 - Allon Planning Partners - Investment Related -7110 East Brainerd Road Chattanooga, TN, USA, 37421 ; Investment Adviser Representative, Independent Insurance Agent, Administrative Support ; 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) July 2021 - North American Company 8300 Mills Civic Parkway, West Des Moines, IA 50266 - Investment related - Insurance agent - life and annuity insurance sales; commission based compensation; 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
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