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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Allen Kellam Ayers

Advisor at FOUNDATION WEALTH & TAX ADVISORS, LLC

ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:e8d14a1c-6be7-d973-de98-5ff089659cd2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Aug 27, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOUNDATION WEALTH & TAX ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Aug 27, 2003
Dual registered: no
IAPD individual key: 4597877

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOUNDATION WEALTH & TAX ADVISORS, LLC	State registered	Jan 1, 2026	n/a	yes	ANNAPOLIS, MD	Current employment
CHOREO PARTNER ALLIANCE, LLC	No RAUM reported	Oct 24, 2024	Mar 25, 2026	no	Annapolis, MD\|ROCKFORD, IL	Previous registration
BESTGATE WEALTH ADVISORS, LLC	Independent wealth	Jun 17, 2019	Nov 3, 2022	no	Edgewater, MD	Previous registration
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Jul 26, 2017	Feb 19, 2019	no	Easton, MD	Previous registration
ARISTON WEALTH MANAGEMENT, L.P.	Former SEC adviser	Apr 25, 2012	Feb 5, 2013	no	NEW YORK, NY	Previous registration
ARISTON WEALTH MANAGEMENT, L.P.	Former SEC adviser	Jan 3, 2012	Apr 24, 2012	no	ANNAPOLIS, MD	Previous registration
JESUP & LAMONT SECURITIES CORP	n/a	Aug 12, 2009	Jul 15, 2010	no	LEESBURG, VA	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Aug 10, 2004	Jul 7, 2009	no	EASTON, MD\|ANNAPOLIS, MD\|SEVERNA PARK, MD\|EASTON, MD	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Aug 27, 2003	Aug 24, 2004	no	EASTON, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHOREO PARTNER ALLIANCE, LLC	FOUNDATION WEALTH & TAX ADVISORS, LLC	Mar 25, 2026	Jan 1, 2026	-83	Firm change after gap	Other
BESTGATE WEALTH ADVISORS, LLC	CHOREO PARTNER ALLIANCE, LLC	Nov 3, 2022	Oct 24, 2024	721	Firm change after gap	RIA to new firm
INTEGRATED WEALTH CONCEPTS LLC	BESTGATE WEALTH ADVISORS, LLC	Feb 19, 2019	Jun 17, 2019	118	Firm change	RIA to RIA
ARISTON WEALTH MANAGEMENT, L.P.	INTEGRATED WEALTH CONCEPTS LLC	Feb 5, 2013	Jul 26, 2017	1,632	Firm change after gap	Other
JESUP & LAMONT SECURITIES CORP	ARISTON WEALTH MANAGEMENT, L.P.	Jul 15, 2010	Jan 3, 2012	537	Firm change after gap	Other
MEDALLION ADVISORY SERVICES, LLC	JESUP & LAMONT SECURITIES CORP	Jul 7, 2009	Aug 12, 2009	36	Firm change	Other
MONEY CONCEPTS ADVISORY SERVICE	MEDALLION ADVISORY SERVICES, LLC	Aug 24, 2004	Aug 10, 2004	-14	Firm change	Other

Relationships

Registered with (8)

→ FOUNDATION WEALTH & TAX ADVISORS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ CHOREO PARTNER ALLIANCE, LLCRegistered adviserregistration: previous registration
Oct 24, 2024 to Mar 25, 2026factForm ADV
→ BESTGATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 17, 2019 to Nov 3, 2022factForm ADV
→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: previous registration
Jul 26, 2017 to Feb 19, 2019factForm ADV
→ ARISTON WEALTH MANAGEMENT, L.P.Registered adviserregistration: previous registration
Apr 25, 2012 to Feb 5, 2013factForm ADV
→ JESUP & LAMONT SECURITIES CORPRegistered adviserregistration: previous registration
Aug 12, 2009 to Jul 15, 2010factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 10, 2004 to Jul 7, 2009factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Aug 27, 2003 to Aug 24, 2004factForm ADV

Dated events

Occurred
Mar 25, 2026
Advisor changed firm
Allen Kellam Ayers left Choreo Partner Alliance, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Allen Kellam Ayers left Bestgate Wealth Advisors, Llc for Choreo Partner Alliance, Llc (registered 2024-10-24)
Form ADVobserved 5 days ago