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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
1780 Hughes Landing Blvd Suite 280, The Woodlands, TX 77380 • 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 |
|---|---|---|---|---|
| Waynesburg University | Waynesburg | PA | 08/2013 | 04/2017 |
| One Main Financial | Pittsburgh | PA | 05/2016 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2018 | 09/2021 |
| Networth Advisors, Llc | Canonsburg | PA | 08/2017 | 06/2025 |
| Unemployed | Canton | OH | 05/2017 | 08/2017 |
| Retirement Financial Group, Llc | Beaumont | TX | 06/2025 | 11/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 11/2025 | Present |
1) SERAE FINANCIAL GROUP; INVESTMENT RELATED;1780 HUGHES LANDING BLVD, STE 280, THE WOODLANDS, TX 77380; INDPENDENT INSURANCE AGENT; FIRM PROVIDES ANNUITY AND INSURANCE SOLUTIONS FOR CLIENTS; STARTED: 07/2025; 40 HOURS A WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-11 |
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