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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-03 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Toledo, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Charleston | WV | 02/2017 | 01/2018 |
| Self-Employed | Alum Creek | WV | 12/2015 | 04/2017 |
| Morgan Stanley | Charleston | WV | 01/2018 | 09/2019 |
| Buckingham Strategic Wealth, Llc | Charleston | WV | 12/2019 | 03/2022 |
| Sequoia Financial Group, L.L.C. | Tampa | FL | 01/2022 | 03/2024 |
| Mdrn Capital, Llc | Tampa | FL | 04/2024 | 12/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 03/2026 | Present |
1. LANTERN FINANCIAL; INVESTMENT RELATED; 5533 SOUTHWYCK BLVD, SUITE 101 PMB 296, TOLEDO, OH 43614; INSURANCE SALES; MEET WITH CLIENTS TO SELL INSURANCE AND ANNUITIES; 30 HOURS A WEEK; 10 HOURS A WEEK DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
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