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Advisor at FOUNDATIONS INVESTMENT ADVISORS LLC
PHOENIX, AZ | CHATTANOOGA, TN
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 | Sep 3, 2024 | n/a | yes | PHOENIX, AZ|CHATTANOOGA, TN | Current employment |
| PATTON ALBERTSON MILLER GROUP, LLC | Independent wealth | May 9, 2016 | Aug 5, 2024 | no | Macon, GA|CHATTANOOGA, TN | Previous registration |
| PATTON ALBERTSON MILLER GROUP, LLC | Independent wealth | Dec 4, 2015 | Dec 31, 2017 | no | Macon, GA | Previous registration |
| PATTON ALBERTSON & MILLER LLC | Former SEC adviser | Oct 26, 2011 | Nov 30, 2015 | no | MACON, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PATTON ALBERTSON MILLER GROUP, LLC | FOUNDATIONS INVESTMENT ADVISORS LLC | Aug 5, 2024 | Sep 3, 2024 | 29 | Firm change | RIA to RIA |
| PATTON ALBERTSON & MILLER LLC | PATTON ALBERTSON MILLER GROUP, LLC | Nov 30, 2015 | Dec 4, 2015 | 4 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126145:281558:GA:2015-11-30 | Nov 30, 2015 | Dec 4, 2015 | MACON, GA | Firm change |