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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2017-10-09 |
| UT | RA | APPROVED | 2000-03-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | Murray | UT | 02/1989 | Present |
| Nylife Securities Inc. | Salt Lake City | UT | 06/1989 | Present |
| Christensen Financial And Insurance Services | South Jordan | UT | 05/2011 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA CHRISTENSEN FINANCIAL AND INSURANCE SERVICES] [TOWERS JSC, LLC; LIMITED PARTNER OF AN OFFICE BUILDING AND RECEIVE RENTAL INCOME.; 10421 S. JORDAN GATEWAY, SOUTH JORDAN, UT 84095; START DATE 12/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CYPRESS CAPITAL LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [JASC, UTAH LLC; THIS LLC WILL RECEIVE INCOME FROM CFC; PASSIVE INCOME; START DATE 01/2008] [OLYMPUS CAPITAL INVESTMENT, LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [SHIZ-UTAH LLC; OWNER; THIS LLC WILL RECEIVE INCOME FROM OLYMPUS CAPITAL AND CYPRESS CAPITAL; START DATE 01/2008] [JCSC LLC; RENTAL INCOME; INVESTMENT RELATED; START DATE 01/2008] [NYLARC Holding Company; Investing in New York Life's Reinsurance Company; 210 Park Avenue, 2nd Floor Florham Park, New Jersey 07932; Start Date 07/2018; Role/Title: Subscriber-passive investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [CFC Inc.; Randy Luke who is the owner of CFC takes my money and invests it in Equipment Leases. I receive monthly income and then reinvest it.; 1935 E. Vine Street, Murray Utah 84121 Suite 220; Start Date 10/2007; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Temple Rock LLC; My wife and I purchased a Lot in Southern Utah so we could build a second home eventually. I am 50% owner of the LLC and Sharon is 50%.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 10/2020; Role/Title: Manager; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Watercolors by Sharon LLC; My wife has a website to sell her watercolor artwork.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 01/2023; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-26 |
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