Inactive

William Douglas Gerlach

Foundations Investment Advisors LLC

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Current Employers

Foundations Investment Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-24
AZ	RA	APPROVED	2025-04-16

TX RA
APPROVED

Since 2025-09-24
AZ RA
APPROVED

Since 2025-04-16

Branch Locations

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

Organization	City	State	From	To
Mirror Lake Middle School	Chugiak	AK	08/2015	04/2018
Jermaine Dunnagan & Owners	Anchorage	AK	05/2019	08/2019
Luci Mae'S	Chugiak	AK	10/2020	05/2021
Alaska Rock Gym	Anchorage	AK	08/2021	02/2022
Fire Island	Anchorage	AK	02/2022	08/2022
Chugiak High School	Chugiak	AK	08/2018	04/2022
Northwestern Mutual	Gilbert	AZ	04/2023	09/2023
Grand Canyon University	Phoenix	AZ	09/2022	04/2024
Northern Trust	Tempe	AZ	06/2024	04/2025
Foundations Investment Advisors	Phoenix	AZ	04/2025	Present
Unemployed	Chugiak	AK	04/2018	08/2018

08/2015 → 04/2018

Mirror Lake Middle School

Chugiak, AK
05/2019 → 08/2019

Jermaine Dunnagan & Owners

Anchorage, AK
10/2020 → 05/2021

Luci Mae'S

Chugiak, AK
08/2021 → 02/2022

Alaska Rock Gym

Anchorage, AK
02/2022 → 08/2022

Fire Island

Anchorage, AK
08/2018 → 04/2022

Chugiak High School

Chugiak, AK
04/2023 → 09/2023

Northwestern Mutual

Gilbert, AZ
09/2022 → 04/2024

Grand Canyon University

Phoenix, AZ
06/2024 → 04/2025

Northern Trust

Tempe, AZ
04/2025 → Present

Foundations Investment Advisors

Phoenix, AZ
04/2018 → 08/2018

Unemployed

Chugiak, AK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-05

S65 Uniform Investment Adviser Law Examination

2024-06-05

View on SEC IAPD

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