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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
GA RA APPROVED 2025-10-06
  • GA RA
    APPROVED
    Since 2025-10-06

Branch Locations

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

300 Parkbrooke Place Suite 140, Woodstock, GA 30189 • United States

162 W. Main Street Suite 307, Cartersville, GA 30120 • 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
Florida Financial Advisors Jacksonville FL 03/2023 07/2024
Independent Studies Jacksonville FL 09/2022 03/2023
Veritiv Operating Company Chamblee GA 07/2021 08/2022
The Pier Valdosta GA 07/2020 05/2022
Dallas Wayne Boot Company Valdosta GA 03/2019 06/2020
Valdosta State University Valdosta GA 08/2017 05/2021
Cherokee High School Canton GA 08/2013 06/2017
Unemployed Canton/Valdosta GA 11/2015 03/2019
Trinity Wealth Securities, Llc Jacksonville FL 12/2023 07/2024
Ae Wealth Management, Llc Topeka KS 08/2024 01/2025
Nuventure Financial Group Jacksonville FL 07/2024 12/2024
Gibbs Wealth Management, Llc Alpharetta GA 01/2025 09/2025
Foundations Investment Advisors, Llc Phoenix AZ 10/2025 Present
  • 03/2023 → 07/2024
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2022 → 03/2023
    Independent Studies
    Jacksonville, FL
  • 07/2021 → 08/2022
    Veritiv Operating Company
    Chamblee, GA
  • 07/2020 → 05/2022
    The Pier
    Valdosta, GA
  • 03/2019 → 06/2020
    Dallas Wayne Boot Company
    Valdosta, GA
  • 08/2017 → 05/2021
    Valdosta State University
    Valdosta, GA
  • 08/2013 → 06/2017
    Cherokee High School
    Canton, GA
  • 11/2015 → 03/2019
    Unemployed
    Canton/Valdosta, GA
  • 12/2023 → 07/2024
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 08/2024 → 01/2025
    Topeka, KS
  • 07/2024 → 12/2024
    Nuventure Financial Group
    Jacksonville, FL
  • 01/2025 → 09/2025
    Alpharetta, GA
  • 10/2025 → Present
    Phoenix, AZ
Previous Registrations
Other Businesses

(1) YOUR WEALTH ADVISORS; INVESTMENT RELATED; 300 PARKBROOKE PLACE, STE 140, WOODSTOCK, GA 30189; INSURANCE SALES; INSURANCE AGENT; PROVIDING CLIENTS WITH INSURANCE PRODUCTS; STARTED: 09/2025; 80 HOURS PER MONTH; 65 HOURS DURING SECURITIES TRADING HOURS (2) YOUR WEALTH ADVISORS; NON-INVESTMENT RELATED - 300 PARKBROOKE PLACE, STE 140, WOODSTOCK, GA 30189; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES USING 3RD PARTY ENCORE ESTATE; DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10

View on SEC IAPD

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