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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 | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
15701 S Tamiami Trail Suite 200, Fort Myers, FL 33908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lubbock | TX | 01/2010 | 05/2021 |
| Financial Synergies Wealth Advisors | Houston | TX | 05/2021 | 01/2022 |
| Financial Synergies Wealth Advisors | Houston | TX | 01/2022 | 10/2023 |
| Beacon Financial Advisors, Ltd. | Houston | TX | 10/2023 | 03/2025 |
| Oxford Wealth Group, Llc | Orlando | FL | 03/2025 | 06/2026 |
| Foundations Investment Advisors, Llc | Fort Myers | FL | 07/2026 | Present |
| Noble Origin Advisory Co | Fort Myers | FL | 06/2026 | Present |
NOBLE ORIGIN ADVISORY CO; INVESTMENT RELATED; 15701 S TAMIAMI TRAIL SUITE 200 FORT MYERS, FL 33908; INSURANCE/ANNUITY SALES; INSURANCE AGENT; START DATE: 07/2026; 20 HRS/MONTH DEVOTED TO OTHER BUSINESS;20 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS, REVIEWING PLANS WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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