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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
Branch Locations
56 Sw. Albany Ave, Stuart, FL 34994 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Jensen Beach | FL | 06/2026 | Present |
| Chick-Fil-A | Boca Raton | FL | 08/2015 | 08/2017 |
| Bankers Life | West Palm Beach | FL | 08/2017 | 08/2018 |
| Synchronized Risk & Financial Resources | Stuart | FL | 08/2018 | 06/2021 |
| Washington National | Port Saint Lucie | FL | 02/2019 | 12/2020 |
| Surefire Financial Inc. | Stuart | FL | 11/2019 | Present |
| Madison Avenue Securities | San Diego | CA | 08/2023 | 06/2026 |
| E3 Consultant Group | St. Louis | MO | 08/2023 | 06/2026 |
| Transce3Nd Llc | Buda | TX | 01/2024 | 06/2026 |
1) SUREFIRE FINANCIAL;INVESTMENT RELATED; ADDRESS: 56 SW ALBANY AVE, STUART, FL 34994; ; POSITION: PRESIDENT/FINANCIAL STRATEGIST; START DATE: 11/2019;60-80 HOURS DEVOTED TO OTHER BUSINESS; 20 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND FINANCIAL PICTURES AND PROPOSING SOLUTIONS AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
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