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3466 Mt. Diablo Blvd. Suite C-201, Lafayette, CA 94549 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-14 |
Branch Locations
3466 Mt. Diablo Blvd. Suite C-201, Lafayette, CA 94549 • United States
Greensboro, GA • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2008 | 02/2021 |
| The Foundation Investment Group | Lafayette | CA | 03/2022 | Present |
| International Assets Advisory, Llc | Greensboro | GA | 02/2021 | 03/2022 |
| Global Assets Advisory, Llc | Greensboro | GA | 02/2021 | 03/2022 |
| Chauner Securities, Inc. | Greensboro | GA | 03/2022 | Present |
GREGORY F PARTALIS TRUSTEE FOR LYNN N PARTALIS LIVING TRUST - CO-TRUSTEE SINCE 1/2001 - APPROX < 1 HR/MO - NO COMPENSATION FIG WEALTH LLC DBA THE FOUNDATION INVESTMENT GROUP LOCATED AT 3466 MT. DIABLO SUITE C201, LAFAYETTE, CA 94549. THE BUSINESS IS INVESTMENT RELATED. FIG WEALTH LLC IS AN SEC REGISTERED INVESTMENT ADVISORY FIRM. PARTALIS IS A REGISTERED INVESTMENT ADVISOR WITH FIG WEALTH LLC. AND HE SPENDS APPROXIMATELY 40 HOURS PER WEEK ON THIS BUSINESS. GREGORY F. PARTALIS IS A STATE OF GEORGIA LIFE & HEALTH INSURANCE AGENT SINCE 4/21/2011. APPROXIMATELY 1 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-28 |
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