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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-17 |
Branch Locations
4082 Business Park Dr., Amarillo, TX 79110 • United States
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • 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 |
|---|---|---|---|---|
| Jay Graham Insurance | Amarillo | TX | 05/2000 | Present |
| Horter Investment Management | Cincinnati | OH | 05/2016 | 06/2017 |
| Foundations Investment Advisors, Llc | Amarillo | TX | 06/2017 | Present |
| Acrylic Financial, Inc. | Amarillo | TX | 04/2023 | Present |
The Name of the other business: Retirement Security Advisors Investment Related?: Yes Address of other business:4082 Business Park Dr, Amarillo, TX 79110 Nature of other business: Life Insurance and Annuities Your position:Agent/Owner Start Date:10/2008 How many hours you devote to the other business per month:200 How many hours you devote to the other business during securities trading hours: 6.5 Briefly describe your duties:Life Insurance and Annuities Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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