Kris Lavar Stevenson

Current Employers

Employment History

• 08/2001 → Present
  World Financial Group, Inc.
  Layton, UT
• 01/2001 → Present
  Dream Builders Financial Group, Inc.
  Layton, UT
• 10/2010 → 12/2021
  Tall Tree Administrators
  Salt Lake City, UT
• 10/2010 → 12/2021
  American Trust Administrators, Inc
  Lee'S Summit, MO
• 10/2010 → 12/2021
  Boulder Administration Services
  Boulder, MA
• 02/2011 → 02/2022
  Debtmerica, Llc
  Layton, UT
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Layton, UT
• 12/2014 → Present
  Kl Marketing Llc
  Syracuse, UT
• 02/2019 → Present
  Netlaw Inc
  Louisville, KY
• 07/2021 → 10/2024
  Link By Legacyshield, Llc
  Ponte Vedra Beach, FL
• 01/2018 → Present
  Wealthwave
  Layton, UT
• 04/2023 → 02/2026
  Lspn Pro Llc
  Lindon, UT
• 10/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 05/2026 → Present
  Bolt Insurance
  Austin, UT

Previous Registrations

• 2008-01-09 → 2012-01-06
  Investment Advisors International, Inc.
  Layton, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. InHeritguard, LLC | 10/09/2024 | Not investment related | 30 N Gould Street, Sheridan, WY 82801 | www.inheritguard.com | Providing Bundled Professional Services with emphasis on Estate Planning Services. | Referral Agent NETLAW INC POSITION: SALES REP NATURE: Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 12910 Shelbyville Road #124, LOUISVILLE KY 40243, United States DESCRIPTION: Refer potential Estate Planning clients to Netlaw DREAM BUILDERS FINANCIAL GROUP, INC. POSITION: PRESIDENT NATURE: None INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2001 ADDRESS: 1260 E Pheasant View, Dr, LAYTON UT 84041, United States DESCRIPTION: Manage expenses, pay bills, taxes KL MARKETING LLC POSITION: MORTGAGE REFERRALS NATURE: Mortgage loan Origination INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 1083 Dundee Circle, SYRACUSE UT 84075, United States DESCRIPTION: If I encounter someone who needs a Mortgage loan I refer them to Kevin Larsen (KL Marketing) BOLT INSURANCE POSITION: Referral Agent NATURE: P&C Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/22/2026 ADDRESS: 301 Congress Avenue, Suite 1200, Austin UT 78701, United States DESCRIPTION: Refer prospects for Property and Casualty, Business and pet Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-26
• S63 Uniform Securities Agent State Law Examination
  1998-05-09

Other Names

• Kris L Stevenson