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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-11-25 |
Branch Locations
11811 N. Tatum Blvd #1090, Phoenix, AZ 85028 • 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 Advisers, Llc | Phoenix | AZ | 11/2016 | Present |
| Montini And Farrah Tax Advisory Group | Phoenix | AZ | 04/2015 | Present |
(1) MONTINI AND FARRAH TAX ADVISORY GROUP; IT IS INVESTMENT RELATED; 11811 NORTH TATUM BLVD, #1090, PHOENIX, AZ 85028; TAX AND RETIREMENT PLANNING SERVICES; PRESIDENT AND INDEPENDENT AGENT; SINCE JANUARY 2015; SPENDS APPROX 80 HOURS PER MONTH DURING MARKET TRADING HOURS. (2) FIDELITY AND GUARANTY; INDEPENDENT; INVESTMENT RELATED SINCE APRIL 2023; 801 GRAND AVE, SUITE 2600, DES MOINES, IA; ANNUITY SALES; APPROX 40 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
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