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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| UT | RA | APPROVED | 2025-01-24 |
Branch Locations
South Jordan, UT • United States
3165 East Millrock Drive Suite 300, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Salt Lake City | UT | 02/2004 | 01/2025 |
| Osaic Wealth, Inc. | Salt Lake City | UT | 01/2025 | Present |
1) BRETT E. JENSON 3165 EAST MILLROCK DRIVE SUITE 300 SALT LAKE CITY, UT 84121 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; COMMISSION-BASED GROUP HEALTH BENEFITS; FIXED AND EQUITY-INDEXED ANNUITIES; AND HEALTH SAVINGS ACCOUNTS. START DATE: 02/01/2004 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) J7 HOLDINGS, LLC SOUTH JORDAN, UT 84095 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO HOLD REAL ESTATE RENTAL PROPERTIES. START DATE: 05/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-18 |
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