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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-08 |
| UT | RA | APPROVED | 2023-12-19 |
Branch Locations
5959 S Redwood Road, Suite 303, UT 84123 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butler Tax And Accounting | Salt Lake City | UT | 01/2004 | Present |
| Dfpg Investments, Inc | South Jordan | UT | 06/2012 | Present |
| American United Life | Salt Lake City | UT | 11/2007 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | Present |
1) Butler Tax and Accounting, Inc; Non-Investment Related; 5959 S Redwood Road Salt Lake City, UT 84123; Tax & Accounting; Senior Partner/ Tax Advisor; 01/2004; 25% during business hours; Tax return preparation, consultation and planning for individuals and small businesses, and accounting work for small businesses Personal life insurance and Fixed Annuities. 2) Crump Life Insurance; Non-Investment Related; 5959 S Redwood Road Salt Lake City, UT 84123; Insurance; Insurance Agent; 06/2012; 5% during business hours; Tax return preparation, consultation and planning for individuals and small businesses, and accounting work for small businesses Personal Life Insurance and Fixed Annuities. 3) Butler Insurance Agency, LLC; No; 5959 S. Redwood Rd., Salt Lake City, UT 84123, United States; Insurance; Member/Manager; 10/04/2017; 10% during business hours; Provide life, health, disability, fixed annuities, and long term care insurance services as an independent agency 4) Allegis AG; non-investment related; Salt Lake City, Utah; Fixed Insurance; Agent; 1/1/2021; 5% during business hours; Sale of fixed insurance products. 5) ECA Marketing; non-investment related; 7800 Equitable Drive Suite 200 Eden Prairie, MN 55344 800-356-4189; Annuity and insurance sales; Insurance Agent; 5% during business hours; under $10k/year; sale insurance and annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-30 |
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