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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-10 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2375 E Camelback Rd Suite 201, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Oceanside | CA | 03/2021 | 04/2025 |
| In-N-Out Burger | Vista | CA | 12/2014 | 03/2021 |
| Bright Wealth Management | Phoenix | AZ | 04/2025 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 01/2026 | Present |
(1) Crows Nest Distribution; Investment related: No; 128 Avenida Las Brisas, Unit C, Oceanside CA 92057; Supply Distribution Services; Owner/Partner; Start Date: 01/01/2025; Approximate # of hours a week: 4; Supply distribution service that contracts with other businesses to supply perfumes and colognes. this business does not hold any inventory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-18 |
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