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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-27 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
321 North Mall Drive Building R, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Millennium Group | Lehi | UT | 05/2022 | 01/2026 |
| Al'S Sporting Goods | Logan | UT | 12/2021 | 05/2022 |
| Sports Academy And Recquet Club | Logan | UT | 08/2020 | 12/2021 |
| Lehi City | Lehi | UT | 03/2020 | 08/2020 |
| Byu- Hawaii | Laie | HI | 09/2016 | 05/2020 |
| Utah State | Logan | UT | 08/2020 | 05/2022 |
| Unemployed Minor | Logan | UT | 06/2013 | 09/2016 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 01/2026 | Present |
| Pine Valley Advisors | St. George | UT | 01/2026 | Present |
PINE VALLEY ADVISORS; INVESTMENT-RELATED; 321 NORTH MALL DRIVE BUILDING R; ST GEORGE, UTAH 84790; INSURANCE SALES; INSURANCE AGENT; START DATE: 02/2026; 20 HRS PER MONTH DEVOTED TO OTHER BUSINESS; 20 HRS PER MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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