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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 | 2023-06-15 |
Branch Locations
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
4030 E Cotton Center Blvd Suite 40, Phoenix, AZ 85040 • United States
16435 N Scottsdale Rd #175, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medicare Logic Llc | Phoenix | AZ | 08/2018 | Present |
| Asset Preservation Tax & Retirement | Surprise | AZ | 11/2018 | 10/2019 |
| Aaa Arizona | Phoenix | AZ | 03/2010 | 06/2018 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 06/2023 | Present |
Medicare Logic, LLC; Investment Related; 2550 E Rose Garden Lane #72506, Phoenix, AZ; Owner/Agent; Providing Medicare Plans; Since 08/2018 to present; Approximately 10 Hours/ MO during trading hours. Asset Preservation Tax & Retirement, LLC; Investment Related; 11323 W Bell Road Suite 301, Surprise, AZ; Independent Insurance Agent; Selling life and annuity products; Since 11/2018 to present; 40 Hours/ MO during trading hours. East Milwaukee Property, LLC; Investment related; Janesville WI; Owner; Since 09/2004;Rental property; 1hr/MO, not during trading hours. North Washington Property, LLC; Investment related; Janesville WI; Owner; Since 06/2003; Rental property; 1 hrs./MO; not during trading hours. 26 north Wisconsin, LLC; Investment related; Janesville WI; Owner; Since 11/2020; Rental property; 1hrs/MO; not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
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