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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-04 |
Branch Locations
7680 Goddard St Suite 204, Colorado Springs, CO 80920 • 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 |
|---|---|---|---|---|
| Insight Folios | Colorado Springs | CO | 01/2023 | 10/2025 |
| Iglesia Del Despertar | Portland | OR | 07/2011 | 11/2022 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 11/2025 | Present |
06/2025 - Imprimis Wealth Management - Investment Related - 7680 Goddard St, Suite 204. Colorado Springs, CO 80920; Investment Adviser Representative, Independent Insurance Agent, and Administrative Support; Approx. 10 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 | 2022-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-07 |
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