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Current Employers
Cowdell Investments, Llc

Alpine, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-06-03
  • UT RA
    APPROVED
    Since 2024-06-03

Branch Locations

Alpine, UT • United States

5544 West Sicily Lane, Alpine, UT 84004 • 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
Chamberlain Long Wealth Management, Llc Alpine UT 11/2025 Present
Long Financial Lehi UT 05/2005 Present
  • 11/2025 → Present
    Chamberlain Long Wealth Management, Llc
    Alpine, UT
  • 05/2005 → Present
    Long Financial
    Lehi, UT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 2001-12-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    2001-12-31

View on SEC IAPD

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