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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-31 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2571 Springs Road, Hickory, NC 28601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southline Converting | Conover | NC | 05/2025 | 04/2026 |
| Appliances Superstore | Greenville | NC | 09/2024 | 05/2025 |
| Foundations Investment Advisors, Llc | Hickory | NC | 08/2026 | Present |
| East Carolina University | Greenville | NC | 08/2021 | 05/2025 |
| Arndt Middle School | Hickory | NC | 08/2015 | 06/2017 |
| Saint Stephens High School | Hickory | NC | 08/2017 | 06/2021 |
| Epic Wealth | Hickory | NC | 04/2026 | Present |
EPIC WEALTH; INVESTMENT RELATED; 2571 SPRINGS RD NE, HICKORY, NC 28601; INSURANCE AGENT; STARTED 04/2026; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS. INSURANCE BUSINESS THAT OFFERS ANNUITIES AS PART OF FINANCIAL PLANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
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