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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-16 |
Branch Locations
1517 Cedar Cliff Drive Ste 201, Camp Hill, PA 17011 • 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 |
|---|---|---|---|---|
| Liberty Mutual Insuranc | Camp Hill | PA | 06/2013 | 06/2023 |
| 1St Choice Financial Services Inc. | Camp Hill | PA | 06/2023 | Present |
| Simplicity Wealth | Summit | NJ | 12/2023 | 09/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 09/2024 | Present |
1ST CHOICE FINANCIAL SERVICES. INC; INVESTMENT-RELATED BUSINESS; 1517 CEDAR CLIFF DRIVER, STE 201, CAMP HILL PA 17011; INSURANCE AND ANNUITY SALES; PARTNER/ RETIREMENT ADVISOR; JUNE 2023, 124 HRS/ MONTH, WITH THOSE 124 HRS BEING DURING TRADING HOURS; SOLICITATION AND SALES OF INSURANCE AND ANNUITY PRODUCTS AS WELL AS OVERSIGHT OF STAFF GENERAL OPERATION OF THE BUSINESS. JOSEPH CARMEN DETRICH, INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 1517 CEDAR CLIFF DRIVER, STE 201, CAMP HILL PA 17011; LICENSED INDEPENDENT AGENT; JUNE 2023, 124 HRS/ MONTH, WITH THOSE 124 HRS BEING DURING TRADING HOURS; SOLICITATION AND SALES OF INSURANCE AND ANNUITY PRODUCTS AS WELL AS OVERSIGHT OF STAFF GENERAL OPERATION OF THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
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