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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
10150 Highland Manor Dr Suite 200, Tampa, FL 33610 • 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 | Phoenix | AZ | 07/2025 | Present |
| Haverty`s Furniture | Palm Harbour | FL | 09/2024 | 01/2025 |
| Charter Communications | Wesley Chapel | FL | 06/2024 | 09/2024 |
| Lakeland Automotive Group | Lakeland | FL | 03/2024 | 06/2024 |
| City Furniture | Plant City | FL | 04/2023 | 03/2024 |
| Ashley Furniture | Brandon | FL | 01/2018 | 04/2023 |
| Rooms To Go | Wesley Chapel | FL | 07/2012 | 01/2018 |
| Unemployed | Indian Shores | FL | 01/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-03 |
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