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17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-21 |
Branch Locations
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance | Bountiful | UT | 10/1988 | Present |
| Securities Management & Research, Inc. | Bountiful | UT | 01/1989 | Present |
| Bfc Planning, Inc. | Bountiful | UT | 10/2016 | Present |
| Dmk Advisor Group Inc | Lutz | FL | 01/2025 | Present |
1. COLONIAL OFFICE CONDO ASSN-N-UT-CONDO OFFICE BLDG-MGR-1/05-10-10-PAY BILLS,COLLECT FEES,MAINTAIN BLDG. 2. JOHNSON FINANCIAL SVCS-Y-BOUNTIFUL,UT-INSURANCE SALES-MANAGER-09/1988-160-160-GROWTH, TRAINING AND SUPERVISION OF AGENCY. 3. IFAPAC CHAIR-7/12-10-10-BOARD POSITON ON THE STATE LEVEL TO RAISE FUNDS FOR A POLITICAL ACTION COMMITEE.LOBBY 4. AMERICAN NATIONAL & AFFILIATES-Y-INSURANCE SALES-MLGA-09/1988-160-160-MANGAER FOR AMERICAN NATIONAL INSURANCE. 5. NAIFA UTAH- N- BOARD MEMBER- 01/2023-10-0-ORGANIZATION FOR INSURANCE AND FINANCIAL ADVISORS. 6. LDS CHURCH- N- CHURCH- COUNSELOR IN BISHOPRIC- 08/2024- 20- 0- VOLUNTEER POSITION TO HANDLE TITHING RECEIPTS. 7. LegalShield- N- Prepaid legal service- Agent- 09/2025- 10- 0- Ability to sign up clients with a prepaid legal service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-23 |
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