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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-14
  • CT RA
    APPROVED
    Since 2025-11-14

Branch Locations

213 Court St Suite 601, Middleton, CT 06457 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Windsor CT 09/2014 04/2018
Symmetry Partners, Llc Glastonbury CT 05/2018 12/2024
Foreside Financial Services, Llc Glastonbury CT 08/2018 12/2024
Lpl Enterprise, Llc Glastonbury CT 03/2025 11/2025
Foundations Investment Advisors Llc Phoenix AZ 11/2025 Present
  • 09/2014 → 04/2018
    Voya Financial Advisors
    Windsor, CT
  • 05/2018 → 12/2024
    Symmetry Partners, Llc
    Glastonbury, CT
  • 08/2018 → 12/2024
    Foreside Financial Services, Llc
    Glastonbury, CT
  • 03/2025 → 11/2025
    Glastonbury, CT
  • 11/2025 → Present
    Phoenix, AZ
Previous Registrations
Other Businesses

FUCHS FINANCIAL; INVESTMENT RELATED; 213 COURT ST, SUITE 601, MIDDLETOWN, CT 06457; INSURANCE AGENT; PROVIDE LIFE INSURANCE AND ANNUITY PRODUCTS WHEN IT IS SUITABLE FOR THE CLIENTS; STARTED: 11/2025; 160 HOURS A MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-02
S63 Uniform Securities Agent State Law Examination 2008-07-28
  • S65 Uniform Investment Adviser Law Examination
    2018-11-02
  • S63 Uniform Securities Agent State Law Examination
    2008-07-28
Other Names
  • William W Perham
  • William Wyman Perham

View on SEC IAPD

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