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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED_RES | 2022-09-30 |
Branch Locations
103 East Main St, Ripon, CA 95366 • 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 | 02/2017 | Present |
| Way Financial And Insurance Services, Inc. | Ripon | CA | 10/2017 | Present |
| Acumen Capital Group | Ripon | CA | 01/2014 | 12/2016 |
| Abigail Life Insurance Services, Inc. | Modesto | CA | 01/2003 | 10/2017 |
WAY FINANCIAL AND INSURANCE SERVICES; INVESTMENT-RELATED; 103 EAST MAIN STREET RIPON CA 95366; VARIOUS INSURANCE PRODUCTS; CEO; START DATE: 01/2024; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
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