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Current Employers
Fortis Wealth Management, Llc

12 W 100 N Suite 201A, American Fork, UT 84003 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-10-07
  • UT RA
    APPROVED
    Since 2022-10-07

Branch Locations

12 W 100 N Suite 201A, American Fork, UT 84003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Financial Health, Llc Pleasant Grove UT 04/2003 Present
Fortis Wealth Management, Llc American Fork UT 10/2017 Present
Foxstone Financial Centennial CO 04/2022 01/2023
Cg Advisory Services Haslett MI 02/2016 04/2022
Fortis Wealth Management, Llc American Fork UT 10/2022 Present
Previous Registrations
  • 2022-04-26 → 2023-02-07
    American Fork, UT
    Lone Tree, CO
  • 2016-02-19 → 2022-05-17
    American Fork, UT
    Williamston, MI
  • 2013-10-29 → 2016-02-12
    Allegis Investment Advisors, Llc
    Pleasant Grove, UT
    Idaho Falls, ID
    Pleasant Grove, UT
    American Fork, UT
Other Businesses

1) DIVENDO, LLC DBA PONO OUTDOORS; NON-INVESTMENT RELATED; OWNER; RENT OUTDOORS EQUIPMENT; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS 2) TOTAL FINANCIAL HEALTH, LLC; INVESTMENT RELATED; 12 W 100 N ST., SUITE 202-D, AMERICAN FORK, UT 84003; MORTGAGE BROKER; 100 - 110 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. 3) INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE SALES; 5-10 HOURS PER MONTH; 5-10 HOURS PER MONTH DURING TRADING HOURS. 4) VANDELAY INDUSTRIES; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5 -10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; PRODUCES AND MANUFACTURES WIND TURBINES. 5) VANTANA TEK; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5-10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 6) UNIVERSAL ENERGY, INC.; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; MAJORITY SHAREHOLDER; 5-10 HOURS PERMONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 7) I AM ALSO AFFILIATED WITH THE FOLLOWING COMPANIES WHERE I AM EITHER A DIRECT OR INDIRECT OWNER: ROOSTERFISH, LLC; DIVENDO, LLC DBA THE HIPPIE MOMMA; VENTANA IP, LLC A HOLDING COMPANY FOR A PATENT TRADEMARK; ZAMBUSA, LLC; AMERICONGO, LLC; AKINITA, LLC, MONEDA, LLC; AND EVENFLOW, LLC. I CURRENTLY DO NOT ACTIVELY DEVOTE ANY TIME TO THESE OTHER BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-28
  • S65 Uniform Investment Adviser Law Examination
    2013-10-28
Other Names
  • Johnny A. Thomas

View on SEC IAPD

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