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1173 South 250 West Suite#105, Saint George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-09-17 |
Branch Locations
1173 South 250 West Suite#105, Saint George, UT 84770 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| My Investment Advisor | St. George | UT | 02/2011 | Present |
| World Choice Securities, Inc. | Bedford | TX | 06/2012 | Present |
CROSIER FINANCIAL 25% TIME 100% OWNERSHIP. I PROVIDE HEALTH INSURANCE, LIFE INSURANCE, DISABILITY INSURANCE. PAID MONTHLY Aspen Capital Management 75% TIME 50% OWNERSHIP. TPAM'S THROUGH INVESTMENT ADVISER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-01 |
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