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Desirae Elizabeth Martinez

Foundations Investment Advisors LLC

Phoenix, AZ

Phoenix, AZ

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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
AZ RA APPROVED 2024-10-03
  • AZ RA
    APPROVED
    Since 2024-10-03

Branch Locations

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

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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
Foundations Investment Advisors Phoenix AZ 09/2023 Present
Prince William Animal Hospital Manassas VA 02/2019 08/2023
San Juan Animal Hospital Capistrano CA 01/2016 02/2019
  • 09/2023 → Present
    Foundations Investment Advisors
    Phoenix, AZ
  • 02/2019 → 08/2023
    Prince William Animal Hospital
    Manassas, VA
  • 01/2016 → 02/2019
    San Juan Animal Hospital
    Capistrano, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14

View on SEC IAPD

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