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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-27 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Hamilton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mdrn Capital, Llc | Holland | MI | 06/2024 | 09/2025 |
| Bosch Financial Services, Llc | Holland | MI | 01/2018 | 06/2026 |
| Timber Ridge Tree Care | Comstock Park | MI | 04/2017 | 12/2017 |
| Jr Automation | Holland | MI | 07/2016 | 04/2017 |
| Foundations Investment Advisors, Llc | Hamilton | MI | 10/2025 | Present |
| Waypoint Financial Group | Hamilton | MI | 06/2026 | Present |
1) WAYPOINT FINANCIAL GROUP; INVESTMENT RELATED; 3471 57TH ST HAMILTON, MI, 49419; LIFE INSURANCE AND ANNUITY SALES; OWNER/AGENT; SELLING LIFE INSURANCE AND ANNUITIES TO HELP MEET CLIENTS FINANCIAL NEEDS; STARTED: 06/2026; 10 HOURS A MONTH. 2) STRIKE TAX; INVESTMENT RELATED; 121 N 9TH ST SUITE 101 BOISE, ID 83702;TAX FIRM; REFERRAL PARTNER; START DATE; 09/2025; 10 HRS/MONTH DEVOTED TO OTHER BUSINESS; 1-2 HRS/MONTHS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; WORKS FOR FIRM THAT OFFERS R&D TAX CREDIT STUDIES FOR SMALL TO MID SIZED BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
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