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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-16
  • PA RA
    APPROVED
    Since 2025-09-16

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

1517 Cedar Cliff Dr Suite 201, Camp Hill, PA 17011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Knoxville TN 01/2017 08/2017
Fleet Feet Sports Knoxville TN 06/2016 06/2017
Northwestern Mutual Franklin TN 08/2017 05/2020
Zander Insurance Nashville TN 06/2020 08/2023
Milton Hershey School Hershey PA 09/2023 11/2024
1St Choice Financial Services Camp Hill PA 11/2024 Present
Foundations Investment Advisors Llc Phoenix AZ 09/2025 Present
  • 01/2017 → 08/2017
    Northwestern Mutual
    Knoxville, TN
  • 06/2016 → 06/2017
    Fleet Feet Sports
    Knoxville, TN
  • 08/2017 → 05/2020
    Northwestern Mutual
    Franklin, TN
  • 06/2020 → 08/2023
    Zander Insurance
    Nashville, TN
  • 09/2023 → 11/2024
    Milton Hershey School
    Hershey, PA
  • 11/2024 → Present
    1St Choice Financial Services
    Camp Hill, PA
  • 09/2025 → Present
    Phoenix, AZ
Other Businesses

1ST CHOICE FINANCIAL SERVICES INC; INVESTMENT RELATED; 1517 CEDAR CLIFF DR, STE 201, CAMP HILL, PA 17011; FINANCIAL PLANNING ASSISTANT; MEET WITH CLIENTS, CREATE FINANCIAL PLANS UTILIZING INSURANCE PRODUCTS AND PROCESS INSURANCE APPLICATIONS; STARTED: 11/2024; 80 HOURS A MONTH; 50 HOURS A MONTH DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
S63 Uniform Securities Agent State Law Examination 2019-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
  • S63 Uniform Securities Agent State Law Examination
    2019-08-12

View on SEC IAPD

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