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Alpine, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-03 |
Branch Locations
5544 West Sicily Lane, Alpine, UT 84004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chamberlain Long Wealth Management, Llc | Alpine | UT | 11/2025 | Present |
| Long Financial | Lehi | UT | 05/2005 | Present |
Name of Business: INDEPENDENT INSURANCE AGENT Investment Related: Yes Address of other business: 457 N CENTER STREET, Lehi, Utah, 84043 Nature of business: SELLING LIFE, HEALTH, ANNUITIES, Your Position: Independent Insurance Agent Title: Independent Insurance Agent Start date: 01/2001 Hours per month: 50% TIME SPENT AS AGENT During securities trading hours: 2 hours per day Duties: Sale and review of insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-31 |
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