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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-12 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Midvale | UT | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 11/2022 |
| Dfpg Investments, Llc | Sandy | UT | 11/2022 | Present |
1) Fixed Insurance; non-investment related; Utah; Fixed insurance sales; Agent; 02/2002; 20% during business hours; offer fixed insurance products to clients. 2) GFG Tax Planners; non-investment related; Draper, UT; Tax planning; Owner; oct. 2022; 5% during business hours; Provide the education to individual on taxes and help direct them to tax professionals when needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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