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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
100 Chesterfield Business Parkway Suite 100, Chesterfield, MO 63005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Chesterfield | MO | 07/2017 | Present |
| Mml Investors Services, Llc | Chesterfield | MO | 07/2017 | Present |
| Kci Usa | San Antonio | TX | 09/2011 | 07/2017 |
| Compass Retirement Solutions | St. Louis | MO | 07/2019 | 02/2024 |
| Compass Retirement Solutions Llc | Creve Coeur | MO | 07/2019 | 02/2024 |
| Synergy Wealth Solutions | Chesterfield | MO | 08/2017 | 07/2019 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 03/2024 | Present |
ELDERWISE CONSULTING LLC; 1367 WESTBEND DR., OFALLON, MO 63368; SALES TRAINING CONSULTING/AUTHOR NON-INVESTMENT RELATED; PRESIDENT; AUTHOR OF BOOK ABOUT SALES TRAINING PROGRAM DESIGNL CONSULT ON SALES TRAINING PROGRAM DEVELOPMENT; STARTED 08/2026; 1 HOUR PER MONTH NOT DURING TRADING HOURS; 0 HOUR PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-19 |
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