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617 N Vernal Ave East Suite, Vernal, UT 84078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-06 |
Branch Locations
617 N Vernal Ave East Suite, Vernal, UT 84078 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2007 | 10/2016 |
| Lpl Financial Llc | Vernal | UT | 09/2016 | 04/2023 |
| Independent Insurance Agent | Vernal | UT | 05/2011 | Present |
| Cook Financial, Llc | Vernal | UT | 08/2023 | Present |
Independent Insurance Agent - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Agent - Started 05/2011 - Time Spent 20% - Life insurance, fixed annuities, disability, medicare plans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-16 |
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