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286 South 200 West Suite 230, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| UT | RA | APPROVED | 2013-05-10 |
Branch Locations
286 South 200 West Suite 230, Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Wealth Advisors, Llc | Farmington | UT | 03/2013 | Present |
1) OUTSIDE SALES OF FIXED LIFE/HEALTH INSURANCE. investment related; less than 1 hour per month during and after securities trading hours; started 06/1999 2) BOOKKEEPING SERVICES FOR FAMLIES. not investment related; owner; duties: Bank statement reconciliation, mailing checks that have been signed by account owners, providing spending reports to account owners, budgeting exercises as required; 5 hours/5 security hours per month; percentage of total yearly compensation expected to be ~1%; started 06/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
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