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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
3120 Sabre Drive Suite 140, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2022 | 08/2022 |
| Southern Methodist University | Dallas | TX | 07/2020 | 05/2022 |
| Dallas College | Dallas | TX | 06/2019 | 05/2020 |
| Dallas Christian School | Mesquite | TX | 07/2015 | 02/2017 |
| Rowlett Towing | Rowlett | TX | 12/2017 | 12/2021 |
| Business Leadership Center At Smu | Dallas | TX | 05/2021 | 04/2022 |
| Dallas Grilled Cheese Co. | Dallas | TX | 06/2021 | 12/2021 |
| Green Electronic Solutions | Rowlett | TX | 03/2017 | 12/2017 |
| Valic Financial Advisors, Inc. | Plano | TX | 08/2022 | 03/2024 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | 08/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 10/2025 | Present |
RETIRESIMPLY; INVESTMENT RELATED; 3120 SABRE DRIVE, SUITE 140, SOUTHLAKE, TX 76092; INSURANCE SALES; MEET WITH CLIENTS TO ENSURE FINANCIAL GOALS ARE MET; STARTED: 09/2025; 160 HOURS A MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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