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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 | 2023-05-24 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
625 W Plano Parkway Suite 500, Plano, TX 75093 • United States
3120 Sabre Dr Suite 140, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Ae Wealth Management Llc | Topeka | KS | 06/2022 | 05/2023 |
| Compass Retirement Llc | Grapevine | TX | 04/2018 | 05/2024 |
| Life Insurance Sales- Self Insured | Euless | TX | 07/2017 | 04/2018 |
| Grow And Thrive Coaching- Self Employed | Euless | TX | 03/2011 | 07/2017 |
| Foundations Investment Advisors, Llc | Grapevine | TX | 05/2023 | Present |
| Retiresimply | Southlake | TX | 05/2024 | Present |
RETIRESIMPLY; INVESTMENT RELATED; 3120 SABRE DR, SUITE 140 SOUTHLAKE, TX 76092; INSURANCE SLES; CO-FOUNDER; START DATE: 05/2024; 80 HOURS/MONTH DEDICATED TO ACTIVITY; 80 HOURS/MONTH DURING TRADING HOURS. DUTIES: INSURANCE SALES AND SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
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