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Reading the graph
Advisor at FOUNDATIONS INVESTMENT ADVISORS LLC
LINCOLNSHIRE, IL | MT PLEASANT, WI | 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 | Nov 28, 2025 | n/a | yes | PHOENIX, AZ|LINCOLNSHIRE, IL|MT PLEASANT, WI | Current employment |
| PORTFOLIO MEDICS, LLC | Independent wealth | Oct 3, 2022 | Nov 18, 2025 | no | Palatine, IL|BONITA SPRINGS, FL|Streamwood, IL | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Aug 6, 2020 | Oct 4, 2022 | no | PHOENIX, AZ|DEERFIELD, IL|Palatine, IL|Palatine, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTFOLIO MEDICS, LLC | FOUNDATIONS INVESTMENT ADVISORS LLC | Nov 18, 2025 | Nov 28, 2025 | 10 | Firm change | RIA to RIA |
| FOUNDATIONS INVESTMENT ADVISORS LLC | PORTFOLIO MEDICS, LLC | Oct 4, 2022 | Oct 3, 2022 | -1 | Firm change | RIA to RIA |