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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-15 |
Branch Locations
7667 95Th St #307, Hickory Hills, IL 60457 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stafford Tower Crane Of America | Phoenix | AZ | 09/2016 | 03/2017 |
| Jimmy Johns | Tempe | AZ | 09/2017 | 02/2018 |
| Foundations Investment Advisors | Scottsdale | AZ | 02/2018 | 02/2020 |
| Cicero Fire Department | Cicero | IL | 05/2021 | 05/2022 |
| Arizona State University | Tempe | AZ | 08/2015 | 05/2019 |
| Chicago Fire Department | Chicago | IL | 02/2020 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
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