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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-08 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 04/2017 | 09/2018 |
| N/A | San Pedro | CA | 09/2018 | 08/2019 |
| Morgan Stanley | Torrance | CA | 08/2019 | 03/2021 |
| Energos Investment Advisors Llc | San Pedro | CA | 04/2021 | 07/2023 |
| Fortem Financial Group, Llc | Palm Desert | CA | 07/2023 | 10/2023 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 12/2023 | 05/2025 |
| N/A | Portland | OR | 04/2016 | 04/2017 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 12/2023 | 05/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 08/2025 | Present |
ELEVATED FINANCIAL MANAGEMENT; INVESTMENT RELATED; 900 SW 16TH #300, RENTON, WA 98057; LIFE INSURANCE AND ANNUITIES; FINANCIAL ADVISOR; MEETING AND SPEAKING WITH NEW PROSPECTS AND CLIENTS; STARTED: 07/2025; 20 HOURS PER MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-01 |
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