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650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-02-22 |
Branch Locations
Cottonwood Heights, UT • United States
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
3 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 |
|---|---|---|---|---|
| Massmutual Financial Group | Salt Late City | UT | 07/2014 | 01/2017 |
| Pl Wealth Advisors, Llc | Murray | UT | 01/2017 | Present |
| Paradigm Life Insurance, Llc | Murray | UT | 01/2016 | Present |
PARADIGM LIFE - INVESTMENT-RELATED SALT LAKE CITY, UT - INSURANCE AGENCY - INSURANCE AGENT - APPROX 150 HRS/MONTH (APPROX 150 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-21 |
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