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40 W. Main Street Court Suite 250E, Alpine, UT 84004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-06-20 |
| TX | RA | APPROVED_RES | 2017-06-19 |
Branch Locations
40 W. Main Street Court Suite 250E, Alpine, UT 84004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian Wealth Management, Llc | Alpine | UT | 03/2013 | 05/2017 |
| Independent Insurance Agent | Bountiful | UT | 03/2011 | Present |
| Diamond Wealth Management, Llc | Alpine | CO | 05/2017 | Present |
| Silverhill Life, Llc | Bountiful | UT | 02/2018 | Present |
| Capital Guardian, Llc | Alpine | UT | 06/2014 | 05/2017 |
1) 02/2018-PRESENT; SILVERHILL LIFE, LLC; BOUNTIFUL, UT; INVESTMENT RELATED; INSURANCE SALES; MEMBER/INSURANCE AGENT. 2) 03/2011-PRESENT; INDEPENDENT INSURANCE AGENT; BOUNTIFUL, UT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-08 |
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