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12525 S Fort Street, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-09-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 09/2014 | 10/2016 |
| Proactive Wealth Concepts, Inc. | South Jordan | UT | 01/2009 | Present |
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 10/2016 | 05/2018 |
| Ars Investment Advisors, Inc. | South Jordan | UT | 05/2018 | 04/2019 |
| Proactive Wealth Management, Inc. | South Jordan | UT | 03/2019 | Present |
1) 01/2009 - PRESENT, PROACTIVE WEALTH CONCEPTS, Inc.; DBA for INSURANCE; LIFE, HEALTH, DISABILITY, LTC, Less than 10% of business time; Same address.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
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