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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-06 |
| UT | RA | APPROVED | 2026-03-17 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
St. George, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Hurricane | UT | 01/2013 | 03/2026 |
| World Financial Group, Inc. | Hurricane | UT | 05/1994 | 03/2026 |
| Walmart | Hurricane | UT | 05/1999 | Present |
| Vizion Management | St George | UT | 04/2013 | Present |
| Maverick Overhead Doors Llc | Hurricane | UT | 09/2024 | Present |
| Your Ia | St. George | UT | 03/2026 | Present |
| Common Sense Financial | St. George | UT | 03/2026 | Present |
| First Asset Financial | Salina | KS | 07/2026 | Present |
Walmart | Not Investment Related | 125 N Highway 91, Hurricane, Ut 84737 | Retail store | Operations Manager | Employee | May 17, 1999 | 40 hours devoted each week or month and 28 devoted during trading hours | Logistics Management. Vizion Management | Not Investment Related | 1173 S. 2910 E., St George, Ut 84790 | Rental Properties | Manager | Owner | April 1, 2013 | 5 hours devoted each week or month and zero devoted during trading hours | Landlord. Maverick Overhead Doors | Not Investment Related | 5947 West Nebo Lane Suite 2, Hurricane UT 84737 | Garage Door Sales and Service | Manager | Owner and Managing Member | January 1, 2024 | 5 hours devoted each week or month and zero devoted during trading hours | Recap of garage door sales and service calls. Common Sense Financial | Investment Related | address | Insurance Agency | Insurance Agent | 1099 Contractor | date | 30 hours per month | 20 hours during securities trading hours | Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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