James Bryan Washburn

Current Employers

Employment History

• 07/2016 → Present
  Mountain American Credit Union
  St. George, UT
• 07/2016 → Present
  Lpl Financial Llc
  St. George, UT

Previous Registrations

• 2016-05-12 → 2016-06-30
  Truenorth Wealth
  Salt Lake City, UT
• 2015-12-15 → 2016-05-11
  Foresight Wealth Management, Llc
  Draper, UT
• 2004-08-09 → 2015-10-02
  Hornor, Townsend & Kent, Llc
  Holladay, UT
  Salt Lake City, UT
• 2003-06-11 → 2004-08-13
  New England Securities
  South Jordan, UT
• 2000-03-01 → 2003-06-04
  Principal Securities, Inc.
  Midvale, UT

Other Businesses

1. 7/19/2016 - Mountain American Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 7/15/2016 - Time Spent 10% - Sell life insurance, fixed annuities, life insurance, disability and medicare plans. 2. 7/19/2016 - Cambridge Insurance Services - Investment Related - 6440 South Wasatch Blvd, Suite 150, Salt Lake City, UT 84121 - Business Entity For Tax/Investment Purposes Only - Started 9/1/2015 - Proceeds from my purchase of the business paid out to me over 48 months. 3. 11/19/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/18/2019 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1989-04-28

Designations

Other Names

• J Bryan Washburn
• James Bryan Washburn
• Bryan James Washburn