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185 N Main St, Ste 601, Tooele, UT 84074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-05-16 |
Branch Locations
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 |
|---|---|---|---|---|
| F2F Retirement, Llc | Tooele | UT | 02/2011 | Present |
Insurance licensed agent with utah and idaho. selling Life ins and annuities, long term care, health policies. aprx 10 hrs per week on this business secondary to RIA as a risk hedge for clients. Address 185 N Main st. ste 601 tooele, ut 84074 Owner of business L7 Insurance beginning 2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-10 |
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