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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-25 |
| MO | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
12444 Powerscourt Dr #100, St. Louis, MO 63131 • 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 |
|---|---|---|---|---|
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 01/2023 | 10/2025 |
| The Chamberlin Group (Dba For Advisory Business) | St. Louis | MO | 01/2020 | Present |
| Bartilinos Osteria | Saint Louis | MO | 05/2016 | 01/2020 |
| Mckendre University | Levanon | IL | 08/2016 | 05/2018 |
| University Of Missouri - Columbia | Columbia | MO | 08/2018 | 12/2019 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
1) 01/2020 - THE CHAMBERLIN GROUP - INVESTMENT RELATED - 12444 POWERSCOURT DR #100, ST LOUIS, MO 63131; INVESTMENT ADVISER REPRESENTATIVE, INDEPENDENT INSURANCE AGENT, ADMINISTRATIVE SUPPORT; APPROX. 10 HOURS/MONTH DURING TRADING HOURS; 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 2) MR. KELLY IS A HIGH SCHOOL HOCKEY COACH. HE DOES THIS PART TIME OUTSIDE OF SECURITIES TRADING HOURS. HE IS PAID A SMALL FEE FOR THIS ROLE. NOT INVESTMENT RELATED
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