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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-29 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
10371 N Oracle Road, Oro Valley, AZ 85737 • 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 | Phoenix | AZ | 05/2024 | Present |
| Driven Wealth | Oro Valley | AZ | 05/2024 | Present |
| Retiree Plans Inc | Bellevue | WA | 05/1995 | Present |
06/1996 - Driven Wealth - Investment Related - 10371 N Oracle Rd, Oro Valley, AZ 85737; Owner, Independent Insurance Agent, Administrative Support; Approx. 120 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
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