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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-27
  • MI RA
    APPROVED
    Since 2025-10-27

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Hamilton, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → 09/2025
    Mdrn Capital, Llc
    Holland, MI
  • 01/2018 → 06/2026
    Bosch Financial Services, Llc
    Holland, MI
  • 04/2017 → 12/2017
    Timber Ridge Tree Care
    Comstock Park, MI
  • 07/2016 → 04/2017
    Jr Automation
    Holland, MI
  • 10/2025 → Present
    Hamilton, MI
  • 06/2026 → Present
    Waypoint Financial Group
    Hamilton, MI
Previous Registrations
  • 2024-07-19 → 2025-10-14
    Annapolis, MD
    Holland, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11

View on SEC IAPD

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