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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
10813 S River Front Parkway Suite 250, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial Group | Sandy | UT | 07/2017 | 03/2018 |
| Lincoln Financial Advisors | Salt Lake City | UT | 02/2013 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2018 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Salt Lake Cty | UT | 03/2018 | 09/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 10/2019 | 10/2021 |
| Penn Mutual Life Ins Co | Horsham | PA | 09/2019 | 10/2021 |
| Dfpg Investments, Llc | Sandy | UT | 10/2021 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2023 | 04/2025 |
| Equity Services, Inc. | Montpelier | VT | 05/2025 | Present |
| National Life Group | South Jordan | UT | 04/2025 | Present |
*KEITH LARSEN,10813 SOUTH RIVER FRONT PARKWAY, SUITE 250,SOUTH JORDAN, UT 84095,01/2001,ONGOING,INSURANCE,AGENT,INV REL,DURING TRD/HRS,25%*MELALEUCA,3792 S LAVAR DRIVE,SALT LAKE CITY, UT 84109,02/2019,NOT INV REL,NOT DURING TRD/HRS,ONGOING,REFER PRODUCTS,MEMBER,0%*AMAZON,355 GLENN RD,SALT LAKE CITY, UT 84116,10/2023,ONGOING, NOT INV REL, NOT DURING TRD/HRS,ASSOCIATE,SORT BOXES,0%*CAMBRIDGE FINANCIAL NETWORK,10813 SOUTH RIVER FRONT PARKWAY,SUITE 250,SOUTH DORDAN, UT 84095,05/01/2025,ONGOING,OWNER/AGENT,DBA FOR INSURANCE, INV REL, DURING TRD/HRS, 0%*MARKET ROAD,3792 LAVAR DRIVE,SALT LAKE,UT 84109,05/01/2025,ONGOING,PART OWNER,NOT INV REL,NOT DURING TRD/HRS,HOLDING COMPANY TO EVALUATE BUSINESS OPPORTUNITIES FOR OTHERS, ONLINE MEETING 1 HR/WK,0%*FAN BOOST,3792 LAVAR DRIVE,SALT LAKE CITY,UT 84109,05/01/2029,ONGOING,PART OWNER,CFO,TECHNOLOGY PLATFORM TO ASSIT NCAA INSTIUTIONW WITH NIL TRANSACTIONS, NOT INV REL, NOT DURING TRD/HRS, 1 HR/WK,ON LINE MEETING,0%*THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS - EAST MILLCREEK 2ND WARD, 3750 S HILLSIDE LANE, SLC UT 84109,12/07/2025,ONGOING, WARD FINANCIAL CLERK, NOT INV REL,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-29 |
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