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Detailed Report
William Joseph Revoir
CRD#: 873583
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Investment Adviser
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Previous Broker
FOUNDATIONS INVESTMENT ADVISORS LLCCRD#: 175083 30700 Telegraph Rd
Suite 1475
Bingham Farms, MI 48025
Registration History
19801985199019952000200520102015202020252 FIRMS2011 - 2013 (1 year)IAFOUNDATIONS INVESTMENT ADVISOR... (CRD# 175083)2023 - Present (1 year)BCORECAP INVESTMENTS, INC. (CRD# 37068)2015 - 2015 (<1 year)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2010 - 2011 (1 year)BPFS INVESTMENTS INC. (CRD# 10111)2009 - 2010 (<1 year)BEAST - WEST CAPITAL CORPORATION (CRD# 16348)1990 - 1991 (1 year)BFIRST CHESAPEAKE SECURITIES CO... (CRD# 10517)1987 - 1988 (1 year)BMUTUAL SERVICE CORPORATION (CRD# 4806)1985 - 1986 (1 year)BEQUICO SECURITIES, INC. (CRD# 6627)1980 - 1984 (3 years)BTHE EQUITABLE LIFE ASSURANCE S... (CRD# 4039)1979 - 1984 (4 years)IACREATIVEONE WEALTH, LLC (CRD# 281213)2019 - 2023 (4 years)IACORECAP ADVISORS (CRD# 158819)2018 - 2019 (1 year)IAGLOBAL FINANCIAL PRIVATE CAPIT... (CRD# 132070)2015 - 2017 (2 years)IACORECAP ADVISORS (CRD# 158819)2013 - 2015 (1 year)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2011 - 2011 (<1 year)
Disclosure(s)
View By:
1/6/2025
Customer Dispute
Pending
License(s)

State Registrations

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Alabama 8/7/2023
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Ohio 8/10/2023
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Florida 8/15/2023
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Texas 8/7/2023
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Michigan 8/7/2023
Current Registration(s)
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FOUNDATIONS INVESTMENT ADVISORS LLC (CRD#:175083)
30700 Telegraph Rd Suite 1475, Bingham Farms, MI 48025
Registered with this firm since 8/7/2023
Previous Registration(s)
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 03/29/2019 - 08/03/2023 CREATIVEONE WEALTH, LLC (CRD#:281213) Bingham Farms, MI
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 01/02/2018 - 03/29/2019 CORECAP ADVISORS (CRD#:158819) Clinton Twp, MI
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 06/09/2015 - 12/31/2017 GLOBAL FINANCIAL PRIVATE CAPITAL, LLC (CRD#:132070) TROY, MI
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 08/01/2013 - 06/08/2015 CORECAP ADVISORS (CRD#:158819) TROY, MI
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 01/24/2015 - 06/08/2015 CORECAP INVESTMENTS, INC. (CRD#:37068) SOUTHFIELD, MI
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 07/29/2011 - 04/12/2013 AXA ADVISORS, LLC (CRD#:6627) TROY, MI
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 07/25/2011 - 04/12/2013 AXA ADVISORS, LLC (CRD#:6627) TROY, MI
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 02/16/2011 - 07/12/2011 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SOUTHFIELD, MI
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 03/15/2010 - 07/12/2011 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SOUTHFIELD, MI
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 06/02/2009 - 01/05/2010 PFS INVESTMENTS INC. (CRD#:10111) TROY, MI
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 10/19/1990 - 11/12/1991 EAST - WEST CAPITAL CORPORATION (CRD#:16348)
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 01/21/1987 - 12/31/1988 FIRST CHESAPEAKE SECURITIES CORPORATION (CRD#:10517)
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 08/14/1985 - 12/26/1986 MUTUAL SERVICE CORPORATION (CRD#:4806)
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 10/20/1980 - 01/09/1984 EQUICO SECURITIES, INC. (CRD#:6627)
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 11/08/1979 - 01/09/1984 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.