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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
550 Reserve St Suite 190, Southlake, TX 76092 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Purcell, OK • United States
3401 W Rock Creek Rd Suite 113, Norman, OK 73072 • 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 |
|---|---|---|---|---|
| Sound Income Strategies Llc | Fort Lauderdale | FL | 11/2023 | 08/2025 |
| Rolin Insurance Services Llc | Purcell | OK | 06/2022 | Present |
| Monroe Brothers Paint & Body | Carthage | TX | 06/2021 | 06/2022 |
| Tyson Foods Inc. | Carthage | TX | 01/2014 | 05/2021 |
| Willo Financial Group Llc | Purcell | OK | 06/2022 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 09/2025 | Present |
1. WilLo Financial Group LLC. - 6/2022 - Present. Investment related. Fixed Insurance and Fixed Annuity Sales. 119 West Main Street Purcell, OK 73080. This encompasses approximately 50% of business hours. 1. Rolin Insurance Services LLC. - 6/2022 - Present. Non - Investment related. Life and Health Insurance sales. 119 West Main Street Purcell, OK 73080. This encompasses approximately 20% of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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