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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-23 |
| TN | RA | APPROVED | 2023-02-14 |
Branch Locations
3330 Cumberland Blvd Suite 560, Atlanta, GA 30339 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
7110 East Brainerd Road, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allon Planning Partners | Chattanooga | TN | 01/2020 | Present |
| Foundations Investment Advisors, Llc | Chatanooga | TN | 02/2023 | Present |
| Malia Financial Group | Tampa | FL | 05/2015 | 06/2017 |
| Malia Financial Group | Chatanooga | TN | 07/2017 | 01/2020 |
01/2020 - Allon Planning Partners - Investment Related -7110 East Brainerd Road Chattanooga, TN, USA, 37421 ; Owner, Independent Insurance Agent, Administrative Support ; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
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