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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-07 |
| TX | RA | APPROVED | 2023-08-07 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
30700 Telegraph Rd Suite 1475, Bingham Farms, MI 48025 • 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 |
|---|---|---|---|---|
| William J. Revoir & Associates | Clinton Township | MI | 07/1979 | 03/2019 |
| Quest Commonwealth, Llc | Bingham Farms | MI | 04/2012 | Present |
| Global Financial Private Capital | Sarasota | FL | 06/2015 | 12/2017 |
| Changepath, Llc | Leawood | KS | 03/2019 | 08/2023 |
| Foundations Investment Advisors, Llc | Bingham Farms | MI | 08/2023 | Present |
QUEST COMMONWEALTH, LLC; INVESTMENT RELATED; BINGHAM FARMS MI, 48025; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 07/1979; 160 HOURS PER MONTH, 80 OF WHICH ARE DURING TRADING HOURS.QUEST FINANCIAL, LLC - DBA; NON-INVESTMENT RELATED; BINGHAM FARMS MI, 48025; OWNER; SINCE 04/2012; 8 HOURS PER MONTH NONE OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-30 |
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