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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 | 2025-01-02 |
Branch Locations
314 E. Common St., New Braunfels, TX 78130 • 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 |
|---|---|---|---|---|
| United Services Automobile Association | San Antonio | TX | 11/2002 | 04/2022 |
| Queen B Advisors, Llc | San Antonio | TX | 05/2022 | 12/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 12/2024 | Present |
MAGELLAN INSURANCE; 185 KERLICK LN NEW BRAUNFELS, TX 78130; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; INVESTMENT RELATED;SALES AGENT; INDEPENDENT INSURANCE;REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED;40 HRS/MONTH DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
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