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.

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

Oct 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

First registration

Jan 25, 2018

Dual registered

no

IAPD individual key

5596516

• Occurred

  Nov 3, 2022
  Advisor changed firm

  Matthew Robert Costa left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2022-02-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe0ae3c6-1269-671e-232a-e7d42fc79398

First observed

Jan 25, 2018

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.