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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 | 2024-02-01 |
Branch Locations
504 S Main St., Zelienople, PA 16063 • 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 |
|---|---|---|---|---|
| Secure Money Advisors | Zelienople | PA | 06/2023 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 02/2024 | Present |
| Matic Insurance Advisors | Columbus | OH | 10/2021 | 06/2023 |
| Total Quality Logistics | Columbus | OH | 03/2021 | 10/2021 |
| Otterbein University | Westerville | OH | 08/2017 | 03/2021 |
| Mars Area High School | Mars | PA | 08/2013 | 03/2017 |
| Soergel Landscapes, Aquascapes | Gibsonia | PA | 03/2017 | 08/2017 |
SECURE MONEY ADVISORS; INVESTMENT-RELATED; 504 S MAIN ST. ZELIENOPLE, PA 16063; LIFE INSURANCE & ANNUITIES; FINANCIAL ADVISOR; START DATE: 06/23; 150 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; DUTIES: ADVISING ON LIFE INSURANCE CONTRACTS AND ANNUITIES TO CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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