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1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| UT | RA | APPROVED | 2021-04-09 |
Branch Locations
1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Salt Lake City | UT | 12/2015 | 01/2018 |
| Farmers Financial Solutions | Salt Lake City | UT | 12/2016 | 01/2018 |
| Common Sense Financial | South Jordan | UT | 01/2018 | 03/2020 |
| Elysium Financial Solutions, Llc | South Jordan | UT | 03/2020 | Present |
| Elysium Wealth Management, Llc | South Jordan | UT | 03/2021 | Present |
Elysium Financial Solutions, LLC - Investment Related 1802 W South Jordan Pkwy Ste 130, South Jordan, UT 84095 Started March 2020 80 hrs a month, all during trading hours (25% of time dedicated); Managing member and insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-13 |
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