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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-22 |
Branch Locations
11075 S State St Suite 9A, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Heritage Wealth Management | Sandy | UT | 04/2021 | Present |
| Foundations Investment Advisors, Llc | Sandy | UT | 03/2022 | 03/2023 |
| D2D Experts | Draper | UT | 11/2020 | 04/2021 |
| Vivint Smart Home | Midland | TX | 04/2016 | 09/2016 |
| Vivent Smart Home | Santa Clarita | CA | 04/2018 | 09/2018 |
| Heritage Wealth Management | Sandy | UT | 09/2016 | 04/2018 |
| Heritage Wealth Management | Sandy | UT | 09/2018 | 11/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2023 | 12/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 12/2025 | Present |
1) Heritage Wealth Management; Investment Related: Yes; 11075 S. State Street, Ste 9A Sandy, UT 84070; Insurance; Advisor; 04/2021; Approx. 160hrs/Mo; Approx. 80hrs/Mo during Security Trading Hours. Investment Planning, Sales, Advising, Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
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