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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
FL RA APPROVED 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

3600 Nw 43Rd St Ste E-1, Gainesville, FL 32606 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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
Edward Jones St Louis MO 06/2017 09/2019
State Of Florida Dept Of Children & Families Ocala FL 04/2016 05/2017
Fisher Investments Camas WA 10/2019 04/2023
Trajan Wealth, L.L.C. Land O Lakes FL 04/2023 12/2024
Saturn Asset Management Gainesville FL 12/2024 Present
Foundations Investment Advisors Phoenix AZ 01/2025 Present
  • 06/2017 → 09/2019
    St Louis, MO
  • 04/2016 → 05/2017
    State Of Florida Dept Of Children & Families
    Ocala, FL
  • 10/2019 → 04/2023
    Camas, WA
  • 04/2023 → 12/2024
    Land O Lakes, FL
  • 12/2024 → Present
    Saturn Asset Management
    Gainesville, FL
  • 01/2025 → Present
    Foundations Investment Advisors
    Phoenix, AZ
Previous Registrations
  • 2023-05-10 → 2025-01-02
    Scottsdale, AZ
    Land O Lakes, FL
  • 2019-10-17 → 2023-04-11
    Tampa, FL
    Camas, WA
    Plano, TX
  • 2017-08-15 → 2019-09-07
    Williston, FL
    Ocala, FL
    St Louis, MO
    Maryland Heights, MO
    Bay Minette, AL
Other Businesses

SATURN ASSET MANAGEMENT; INVESTMENT-RELATED; 3600 NW 43RD ST, STE E-1, GAINESVILLE, FL 32606; INSURANCE SALES; POSITION: INSURANCE AGENT; APPROXIMATELY 40 HRS/MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS INCLUDING LIFE INSURANCE AND ANNUITIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-12
  • S66 Uniform Combined State Law Examination
    2017-08-12

View on SEC IAPD

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