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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2025-08-06 |
| AZ | RA | APPROVED | 2017-12-21 |
Branch Locations
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asurea | Scottsdale | AZ | 11/2010 | 05/2019 |
| Murphy Financial Solutions | Cave Creek | AZ | 12/2011 | 12/2019 |
| First American National Investment Advisors, Llc | Cave Creek | AZ | 09/2017 | 12/2017 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 12/2017 | Present |
| Asset Preservation Tax & Retirement Services | Phoenix | AZ | 10/2021 | Present |
1.) INSURANCE SALES; INVESTMENT-RELATED; SCOTTSDALE, AZ; INSURANCE AGENT; 2017; APPROX. 50 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2.) ST. HELEN CATHOLIC CHURCH; NON INVESTMENT-RELATED; GLENDALE, AZ; MUSICIAN; 2019; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-10 |
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