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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
MI RA APPROVED 2023-08-07
TX RA APPROVED 2023-08-07
  • MI RA
    APPROVED
    Since 2023-08-07
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/1979 → 03/2019
    William J. Revoir & Associates
    Clinton Township, MI
  • 04/2012 → Present
    Quest Commonwealth, Llc
    Bingham Farms, MI
  • 06/2015 → 12/2017
    Global Financial Private Capital
    Sarasota, FL
  • 03/2019 → 08/2023
    Changepath, Llc
    Leawood, KS
  • 08/2023 → Present
    Bingham Farms, MI
Previous Registrations
  • 2019-03-29 → 2023-08-03
    Troy, MI
    Overland Park, KS
    Bingham Farms, MI
  • 2018-01-02 → 2019-03-29
    Clinton Twp, MI
    Southfield, MI
  • 2015-06-09 → 2017-12-31
    Global Financial Private Capital, Inc.
    Troy, MI
    Sarasota, FL
  • 2013-08-01 → 2015-06-08
    Southfield, MI
    Troy, MI
  • 2011-07-29 → 2013-04-12
    Troy, MI
  • 2011-02-16 → 2011-07-12
    Osaic Fa, Inc.
    Southfield, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-14
S63 Uniform Securities Agent State Law Examination 2009-06-30
  • S65 Uniform Investment Adviser Law Examination
    2011-01-14
  • S63 Uniform Securities Agent State Law Examination
    2009-06-30

View on SEC IAPD

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