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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
1133 N. Main Street Suite 229, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Ia | Layton | UT | 06/2001 | Present |
| Altius Health Plans | South Jordan | UT | 09/2002 | Present |
| Strong Families 101.COm | Eagle Mountain | UT | 04/2009 | Present |
| Secure Horizons By United Healthcare | West Valley City | UT | 10/2009 | Present |
| Regence Blue Cross Blue Shield | Salt Lake City | UT | 10/2009 | Present |
| Transamerica Financial Advisors, Inc | Layton | UT | 01/2012 | Present |
| Humana | Lexington | KY | 12/2013 | Present |
| Select Health (Intermountain Healthcare) | Salt Lake City | UT | 12/2013 | Present |
| Guarantee Trust Life | Glenview | IL | 05/2017 | Present |
| Molina Healthcare | Midvale | UT | 09/2019 | Present |
| Cigna | Nashville | TN | 10/2020 | Present |
| Stratospheric Llc | Orem | UT | 05/2021 | Present |
| Dental Select (Subsidiary Of Ameritas) | Sandy | UT | 06/2021 | Present |
| Health Matching Account Services, Inc | Houston | TX | 09/2021 | 10/2025 |
| Snowbasin Ski Resort | Huntsville | UT | 12/2023 | Present |
| Stoneprint Capital, Llc. | Orem | UT | 05/2024 | Present |
| Manhattan Life | Houston | TX | 09/2024 | Present |
| Devoted Health | Egan | MN | 10/2025 | Present |
| Ncd | Dallas | TX | 04/2026 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Stratospheric LLC / 0521-Present / Investment Related: Yes / 1177 s 800 E Suite 145 Orem, UT 84097 / Member-President / Financial - Health Services / Hrs Work Monthly: 1 / Sec Trading Hrs: 0/ Strong Families 101.com / 0409-Present/ Investment Related: No /Eagle Mountain, Utah/ Owner/ Nature approved OBA #22 Teacher / Hrs Work Monthly: 10% / Sec Trading Hrs: / I will be organizing events, writing web pages. STONEPRINT CAPITAL, LLC. \ POSITION: Member Partner NATURE: Real estate sales, rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 51 W Center Street, Suite 216, Orem UT 84057 \ DESCRIPTION: LLC for current or future properties acquired. MANHATTAN LIFE POSITION: Independent agent NATURE: Dental, Vision, Hospital indemnity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/27/2024 ADDRESS: 10777 Northwest FWY, Houston TX 77092, United States DESCRIPTION: I will only be utilizing the company for its health products. Namely dental, vision and hospital indemnity products. Altius - Coventry Health Care /0902-Present / Investment Related: No/ 10421 South Jordan Gateway South Jordan, Utah 84095 / Independent Agent/Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0/ Selling Health Insurance Health Insurance / 1299-Present/ Investment Related: No / State of Utah/ Independent Agent / Health Insurance/ Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Sell individuals & Businesses health insurance policies and LTC Policies or Medicare supplements CIGNA|NOT INVESTMENT RELATED|PO BOX 20001. NASHVILLE, TN 37202|HEALTH INSURANCE SALES|HEALTH INSURANCE ADVISOR|10.15.2020|10 HOURS A MONTH|1 HOUR DURING SECURITIES TRADING|CONTACT NEW CLIENTS, SIGN THEM UP AS NEW MMEMBERS, KEEP TRACK OF MY NEW MEMBERS. HUMANA; NOT INVESTEMENT RELATED; P.O. BOX 14601, LEXINGTON KY 40512; Medicare plans SELECT HEALTH (INTERMOUNTAIN HEALTHCARE); NOT INVESTMENT RELATED; 36 S. STATE STREET, SALT LAKE CITY, UT 84111; Health plans Guarantee Trust Life/No/1275 Milwaukee Avenue/Glenview/IL/60025/Insurance sales/Agent/05.08.2017/5/0/Sales for additional medical coverage for medicare beneficiaries when needed to fill any gaps in coverage. Molina Healthcare/ 0919-Present/ Investment Related: No / 7050 Union Park Center, Number 200 Midvale UT 84047 /Health Insurance Advisor/Selling their product designed to give additional medical coverage to Medicare beneficiaries / Hrs Work Monthly: 10/ Sec Trading Hrs: 1 /Contact new clients. Secure Horizons by United Healthcare /0907-present / Investment Related: No /2525 Lake Park Blvd West Valley City, Utah 84125/ Independent Agent/ Selling Health Insurance / Hrs Work Monthly: 0 / Sec Trading Hrs: 0 Altius Health Plans | yes - investment releated | South Jordan, Utah | Health Agent | From 9/2002. Strong Families 101.com | from 4/2009 | EAgle Mountain, Utah | Yes - investment related | Owner. Regence Blue Cross Bue Shield | from 10/2009 | yes investment related | SLC, Utah | sell health insurance. Snowbasin | From 12/2023 | not investment related | Huntsville, Utah | Ski Instructor. Dental Select | From 06/2021| Agent | Sandy, Utah | Not investment related. DEVOTED HEALTH: Healthcare Advisor NATURE: Health Insurance INVESTMENT : No HOURS: 2 SECURITIES hours: 1 START DATE: 10/29/2025. PO Box 211037, Egan MN 55121 DESCRIPTION: Help set up clients NCD POSITION: Dental insurance advisor NATURE: Dental insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2026 ADDRESS: 5473 Blair Road, Ste 100 PMB 70038, Dallas TX 75231, United States DESCRIPTION: Contact current medicare clients or others who express interest in obtaining Dental insurance. Quote and setup plans for those interested parties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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