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Advisor at FOUNDATIONS INVESTMENT ADVISORS LLC
NEW BRAUNFELS, TX | PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jan 2, 2025 | n/a | yes | NEW BRAUNFELS, TX|PHOENIX, AZ | Current employment |
| TEXAS FINANCIAL ADVISORY | Independent wealth | Jun 10, 2024 | Dec 23, 2024 | no | SAN ANTONIO, TX | Previous registration |
| EDWARD JONES | National bd RIA | Oct 21, 2023 | Apr 25, 2024 | no | ST. LOUIS, MO|Boerne, TX|Boerne, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TEXAS FINANCIAL ADVISORY | FOUNDATIONS INVESTMENT ADVISORS LLC | Dec 23, 2024 | Jan 2, 2025 | 10 | Firm change | RIA to RIA |
| EDWARD JONES | TEXAS FINANCIAL ADVISORY | Apr 25, 2024 | Jun 10, 2024 | 46 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306413:175083:TX:2024-12-22 | Dec 23, 2024 | Jan 2, 2025 | SAN ANTONIO, TX | Firm change |