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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-11-30 |
Branch Locations
11925 South 700 East, Draper, UT 84020 • United States
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 |
|---|---|---|---|---|
| Strategy Wealth Managment | Downey | CA | 01/2014 | 03/2017 |
| Regulus, Llc | Kentwood | MI | 02/2014 | 11/2020 |
| Regal Investment Advisors | Kentwood | MI | 01/2015 | 11/2020 |
| Elevated Capital Advisors, Llc | Sandy | UT | 11/2020 | Present |
| Chirho Financial Solutions | Murrieta | CA | 03/2017 | Present |
Chirho Financial solutions, INSURANCE AGENT and financial Advisement,SELL FIXED INSURANCE and also provide financial planning services. 40 hours per week. Home office located at 37880 Honey Pine Rd., Murrieta, CA 92563.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-14 |
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