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John Michael Terrion

Terrion Advisors, Inc.

Sandy, UT

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Current Employers
Terrion Advisors, Inc.

8307 S. 700 E., Sandy, UT 84070 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-23
UT RA APPROVED 2008-01-07
  • TX RA
    APPROVED_RES
    Since 2021-04-23
  • UT RA
    APPROVED
    Since 2008-01-07

Branch Locations

8307 S. 700 E., Sandy, UT 84070 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Terrion Insurance Agency, Inc. Salt Lake City UT 05/1998 Present
Vsr Financial Salt Lake City UT 01/2003 Present
Terrion Advisors, Inc. Salt Lake City UT 05/1998 Present
Franz & Associates Insurance, Inc. Salt Lake City UT 05/2005 Present
Sbsp Investment Properties, Llc Salt Lake City UT 06/2005 Present
  • 05/1998 → Present
    Terrion Insurance Agency, Inc.
    Salt Lake City, UT
  • 01/2003 → Present
    Vsr Financial
    Salt Lake City, UT
  • 05/1998 → Present
    Salt Lake City, UT
  • 05/2005 → Present
    Franz & Associates Insurance, Inc.
    Salt Lake City, UT
  • 06/2005 → Present
    Sbsp Investment Properties, Llc
    Salt Lake City, UT
Previous Registrations
  • 2004-01-23 → 2007-12-17
    Vsr Financial Services, Inc.
    Sandy, UT
    Sandy, UT
    Overland Park, KS
    Overland Park, KS
  • 2001-11-06 → 2004-01-23
    Osaic Fa, Inc.
    Salt Lake City, UT
Other Businesses

John M. Terrion, through a holding company, owns Terrion Insurance Agency, Inc. (relationship began May 1998) and Franz & Associates Insurance, Inc. (relationship began May 1998) , both of which are insurance agencies, and SBSP Investment Properties, LLC (relationship began June 2005), a financier of insurance policy premiums. In his capacity of owner and agent of Terrion Insurance Agency, Franz & Associates Insurance, or SBSP Investment Properties; our management personnel may recommend to the advisory clients of Terrion Advisors, Inc. the products and services of such entities, in which case such entities will earn a separate fee for the sale of such products or the provision of such services. While insurance product or service recommendations may be made to advisory clients, no client is obligated to accept such recommendations and clients may choose any other insurance agent or company of their choice. None of these entities are investment-related. All three are located at: 8307 S. 700 E., Sandy UT 84070 Less than six hours per week are devoted to the other business in aggregate these hours are typically during securities trading hours. Duties are related to management, accounting and minor sales and service activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-10
  • S66 Uniform Combined State Law Examination
    2001-07-10
Designations
Other Names
  • Michael Terrion

View on SEC IAPD

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