Joseph Walter Turek

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-17

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

625 W Plano Parkway Suite 500, Plano, TX 75093 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments Institutional Services Company	Westlake	TX	06/2017	04/2018
Pdq	Mobile	AL	06/2015	05/2017
Charles Schwab & Co., Inc.	Fort Worth	TX	05/2018	09/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rockwall	TX	10/2019	07/2021
Bank Of America, N.A.	Rockwall	TX	10/2019	07/2021
Hilltop Securities Inc.	Dallas	TX	07/2021	03/2024
Foundations Investment Advisors, Llc	Southlake	TX	04/2024	Present
Retiresimply	Southlake	TX	05/2024	Present

06/2017 → 04/2018

Fidelity Investments Institutional Services Company

Westlake, TX
06/2015 → 05/2017

Pdq

Mobile, AL
05/2018 → 09/2019

Charles Schwab & Co., Inc.

Fort Worth, TX
10/2019 → 07/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rockwall, TX
10/2019 → 07/2021

Bank Of America, N.A.

Rockwall, TX
07/2021 → 03/2024

Hilltop Securities Inc.

Dallas, TX
04/2024 → Present

Foundations Investment Advisors, Llc

Southlake, TX
05/2024 → Present

Retiresimply

Southlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-22
S63	Uniform Securities Agent State Law Examination	2017-08-14

Other Firms