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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-02 |
| CO | RA | APPROVED | 2021-04-30 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
4725 South Monaco Street Suite 110, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 04/2021 |
| Closetbox | Glendale | CO | 08/2016 | 01/2017 |
| Uber | Littleton | CO | 08/2016 | 10/2016 |
| Lyft | Littleton | CO | 08/2016 | 10/2016 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 04/2021 | Present |
MAGELLAN FINANCIAL; INVESTMENT-RELATED; DENVER, CO; INSURANCE SALES; INSURANCE AGENT; START DATE: 2021; 40 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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