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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-04 |
Branch Locations
32000 Northwestern Hwy #275, Farmington Hills, MI 48334 • 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 |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Farmington Hills | MI | 12/2023 | Present |
| Detroit Financial | Farmington Hills | MI | 06/2023 | Present |
| Fresh Prints | Rochester | MI | 11/2019 | 05/2020 |
| Brookeridge Landscaping | Clinton Township | MI | 06/2018 | 09/2019 |
| Troy Athens High School, | Troy | MI | 09/2015 | 06/2019 |
| Oakland University | Rochester | MI | 09/2019 | 06/2023 |
MAGELLAN FINANCIAL&INSURANCE SERVICES,INC.; 1314 SW ARROWHEAD ROAD,TOPEKA,KS 66604; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO CLIENTS;INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT; REVIEIWING CLIENTS' AND PROSPECTS' INSURANCE AND ANNUITY PLANS AND PROPOSING SUITABLE SOLUTIONS; 06/2023; 30 HOURS/MO; 5 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
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