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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-10-06 |
Branch Locations
3260 Blazer Pkwy Suite 100, Lexington, KY 40509 • United States
4010 Dupont Circle Suite 573, Louisville, KY 40207 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Lexington | KY | 06/2022 | Present |
| Powerful Legacy Insurance & Financial Services | Lexington | KY | 10/2019 | Present |
| Transamerica/Monumental Life | Lexington | KY | 09/2008 | 10/2019 |
POWERFUL LEGACY INSURANCE; INVESTMENT RELATED; 3260 BLAZER PKWY SUITE 100 LEXINGTON, KY 40509; INSURANCE SALES; START DATE:10/2019; POSITION: OWNER/CEO; 20 HRS DEVOTED TO OTHER BUSINESS; OFFER INSURANCE PLANS TO PROSPECTIVE CLIENTS. 03/2024 – POWERFUL ENTERPRISE GROUP, LLC – INVESTMENT RELATED – 3250 BLAZER PARKWAY, SUITE 100, LEXINGTON, KY 40509; OWNER; APPROX. 0–2 HOURS/MO. (0 HOURS DURING SECURITIES TRADING HOURS); REAL ESTATE INVESTMENT COMPANY ENGAGED IN THE OWNERSHIP OF COMMERCIAL PROPERTIES; DUTIES INCLUDE BUSINESS OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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