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Current Employers
Financial Network Wealth Advisors Llc

118 W. Winchester Street Suite 101, Murray, UT 84107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-20
UT RA APPROVED 2022-09-20
  • TX RA
    APPROVED
    Since 2022-09-20
  • UT RA
    APPROVED
    Since 2022-09-20

Branch Locations

2317 N Hill Field Road Suite 102, Layton, UT 84041 • United States

118 W. Winchester Street Suite 101, Murray, UT 84107 • 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
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Darsco, Llc Dba Jim Barlow Advisors Layton UT 08/2017 Present
Dba P4 Wealth Layton UT 09/2019 Present
Darsco, Llc Dba Plan4Wealth - Layton (Plan4Wealth) Layton UT 03/2022 Present
Kitesco, Llc Layton UT 02/2022 01/2023
Financial Network Wealth Advisors Llc Dba Plan4Wealth Llc Layton UT 08/2022 Present
Cetera Advisor Networks Llc El Segundo CA 01/2002 03/2022
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2017 → Present
    Darsco, Llc Dba Jim Barlow Advisors
    Layton, UT
  • 09/2019 → Present
    Dba P4 Wealth
    Layton, UT
  • 03/2022 → Present
    Darsco, Llc Dba Plan4Wealth - Layton (Plan4Wealth)
    Layton, UT
  • 02/2022 → 01/2023
    Kitesco, Llc
    Layton, UT
  • 08/2022 → Present
    Financial Network Wealth Advisors Llc Dba Plan4Wealth Llc
    Layton, UT
  • 01/2002 → 03/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
Other Businesses

1. VARIOUS INSURANCE CARRIERS, INSURANCE, REPRESENTATIVE, LIFE, ANNUITIES AND LONG-TERM CARE; 2. WRITE ERISA BONDS WITH HARTFORD, HELP 401K CLIENTS REMAIN COMPLIANT THROUGH ISSUANCE OF ERISA BONDS; 3. NAME OF OTHER BUSINESS: ENRG (LAYTON HILLS CHAPTER); INVESTMENT RELATED: NO; ADDRESS: 27 S MAIN STREET LAYTON, UT 84041 NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 5 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: CONDUCT WEEKLY MEETINGS AND ENCOURAGE CHAPTER GROWTH. 4. NAME OF OTHER BUSINESS: DARSCO, LLC DBA(FORMERLY JIM BARLOW ADVISORS); DBA P4 WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: BOOKKEEPING AND MARKETING ENTITY USED FOR INVESTMENT ADVISORY ACITIVIES; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING/MARKETING ENTITY 5. NAME OF OTHER BUSINESS: OCSRAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / MANAGER APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: MANAGE OFFICE PROPERTY ; 6. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC DBA PLAN4WEALTH LLC - CRD# 318842; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 8/2022; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-03
S63 Uniform Securities Agent State Law Examination 2001-08-06
  • S65 Uniform Investment Adviser Law Examination
    2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    2001-08-06

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