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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
OK RA APPROVED 2025-04-11
  • OK RA
    APPROVED
    Since 2025-04-11

Branch Locations

3030 Northwest Expressway, Oklahoma City, OK 73112 • United States

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

Yukon, OK • 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
Wealth Watch Advisors Englewood CO 04/2018 04/2024
Freedom Financial Systems Yukon OK 09/2015 Present
Foundations Investment Advisors Phoenix AZ 04/2025 Present
  • 04/2018 → 04/2024
    Wealth Watch Advisors
    Englewood, CO
  • 09/2015 → Present
    Freedom Financial Systems
    Yukon, OK
  • 04/2025 → Present
    Foundations Investment Advisors
    Phoenix, AZ
Previous Registrations
Other Businesses

(1) FREEDOM FINANCIAL SYSTEMS;INVESTMENT RELATED; 11032 COACHMANS RD, YUKON, OK 73099; BOOKING AND GENERAL BUSINESS ACCOUNTING; START DATE: 09/2015; 20 HOURS DEDICATED PER MONTH; 5-10 HOURS DEDICATED DURING TRADING HOURS. (2) FREEDOM INSURANCE SALES;INVESTMENT RELATED; 11032 COACHMANS RD, YUKON, OK 73099; PRESIDENT; INSURANCE AND ANNUITY SALES; START DATE: 01/2021; 20-30 HOURS DEDICATED PER MONTH; 15-25 HOURS DEDICATED DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-02
  • S65 Uniform Investment Adviser Law Examination
    2018-04-02
Other Names
  • Barton W Gernandt

View on SEC IAPD

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