DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOUNDATION WEALTH & TAX ADVISORS, LLC
ANNAPOLIS, MD
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 |
|---|---|---|---|---|---|---|
| FOUNDATION WEALTH & TAX ADVISORS, LLC | State registered | Jan 20, 2026 | n/a | yes | ANNAPOLIS, MD | Current employment |
| BESTGATE WEALTH ADVISORS, LLC | Independent wealth | Sep 19, 2019 | Nov 3, 2022 | no | FREDERICK, MD|Columbia, MD | Previous registration |
| SSN ADVISORY, INC. | Former SEC adviser | Feb 1, 2010 | Oct 1, 2012 | no | COLUMBIA, MD | Previous registration |
| MEDALLION ADVISORY SERVICES, LLC | n/a | Mar 5, 1997 | Dec 31, 2009 | no | COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BESTGATE WEALTH ADVISORS, LLC | FOUNDATION WEALTH & TAX ADVISORS, LLC | Nov 3, 2022 | Jan 20, 2026 | 1,174 | Firm change after gap | RIA to state RIA |
| SSN ADVISORY, INC. | BESTGATE WEALTH ADVISORS, LLC | Oct 1, 2012 | Sep 19, 2019 | 2,544 | Firm change after gap | Other |
| MEDALLION ADVISORY SERVICES, LLC | SSN ADVISORY, INC. | Dec 31, 2009 | Feb 1, 2010 | 32 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 301639:317596:MD:2022-11-03 | Nov 3, 2022 | Jan 20, 2026 | COLUMBIA, MD | Firm change after gap |